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

March 17, 2026

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

February 28, 2026

earlier

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

February 26, 2026

opinion

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

Tim Cestnick

February 23, 2026

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

February 23, 2026

Help clients avoid these common RRSP season mistakes

January 21, 2026

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

January 2, 2026

financial facelift

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

December 30, 2025

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

December 21, 2025

opinion

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

Erin Bury

December 18, 2025

behind the advice

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

December 3, 2025

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

November 20, 2025

How retirees can manage quarterly instalment tax payments to the CRA

October 15, 2025

tax matters

Consider these year-end strategies for your RRSP

Tim Cestnick

October 11, 2025

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

April 24, 2025

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

April 17, 2025

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

April 11, 2025

financial facelift

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

April 4, 2025

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

March 28, 2025

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

March 18, 2025

pensions unpacked

How pensions fit into retirement income, tax and investment planning

February 26, 2025

tax matters

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

Tim Cestnick

January 16, 2025

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

January 9, 2025

tax matters

Seven tax tips and traps to consider in 2025

Tim Cestnick

April 19, 2023

explainer

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