Efficient tax planning requires a thorough knowledge of your client’s situation. That includes understanding the tax treatment of the fees your client pays.
In this series of articles, you’ll learn which investment fees are deductible and how those fees are treated by CRA in various structures, funds and accounts.
All your questions about deductibility are answered by Doug Carroll, who’s now Practice Lead — Tax, Estate & Financial Planning at Meridian, who has written the following articles for Advisor’s Edge Report:
Originally published on Advisor.ca
Published at Thu, 13 Apr 2017 05:00:01 -0500