Tax Preparation and Planning - The Globe and Mail

Latest articles

March 26, 2026

Filing taxes for clients is a lot of work. Here’s why some advisors say it’s worth it

3 min read

March 17, 2026

Want to claim medical expenses on your taxes? Read this first

4 min read

February 28, 2026

earlier

Are you prepared for tax season? Our reporters and experts answered your questions

1 min read

February 26, 2026

opinion

Top 10 last-minute RRSP tips that could make a huge difference for your taxes

Tim Cestnick

4 min read

February 23, 2026

As household incomes have become more even, spousal RRSPs are turning into a strategic tool

3 min read

February 23, 2026

Help clients avoid these common RRSP season mistakes

3 min read

January 21, 2026

I’m about to retire. Can I share withdrawals of pension or RRIFs with a spouse to avoid an OAS clawback?

2 min read

January 2, 2026

financial facelift

As Ross, 62, nears retirement, how can he minimize taxes now – and for his estate in the future?

5 min read

December 30, 2025

Globe Advisor’s Best of 2025: The great wealth transfer takes centre stage

4 min read

December 21, 2025

opinion

Hey parents, here’s a 12-month personal finance checklist for 2026

Erin Bury

4 min read

December 18, 2025

behind the advice

This advisor’s early-career tax mistake drives her to educate others about money

4 min read

December 3, 2025

What should Americans who live in Canada now do with their IRA retirement savings?

3 min read

November 20, 2025

How retirees can manage quarterly instalment tax payments to the CRA

5 min read

October 15, 2025

tax matters

Consider these year-end strategies for your RRSP

Tim Cestnick

4 min read

October 11, 2025

‘Our son passed away and we’ve been frozen in sadness. What do we do with his finances?’

3 min read

April 24, 2025

After a mild stroke, this retired IT pro keeps busy volunteering. Plus, last-minute capital gains tax tips

7 min read

April 17, 2025

Duplicate tax slips, incorrect error codes new snags in troubled tax season

3 min read

April 11, 2025

financial facelift

How can Patrick, 61, and Ted, 60, successfully blend their finances?

6 min read

April 4, 2025

Where are your tax slips? Why so much information is missing from CRA accounts this year

4 min read

March 28, 2025

What do you want to know about filing your taxes this year? Our experts answered your questions

1 min read

March 18, 2025

pensions unpacked

How pensions fit into retirement income, tax and investment planning

4 min read

February 26, 2025

tax matters

Twelve ways to open the door to housing-related savings this tax season

Tim Cestnick

4 min read

January 16, 2025

How this former professor saw through the fog of early retirement. Plus, seven tax tips and traps to consider in 2025

8 min read

January 9, 2025

tax matters

Seven tax tips and traps to consider in 2025

Tim Cestnick

4 min read

April 19, 2023

explainer

Accountants 101: Do I need professional help to file my income taxes?

6 min read