Inst. of Chartered Accountants

The Institute of Chartered Accountants of Ontario is the qualifying and regulatory body of Ontario’s 33,000 Chartered Accountants and 5,000 CA students. Since 1879, the Institute has protected the public interest through the CA profession’s high standards of qualification and the enforcement of its rules of professional conduct. The Institute works in partnership with the other provincial Institutes of Chartered Accountants and the Canadian Institute of Chartered Accountants to provide national standards and programs that are used as examples around the world.

Most Recent Articles by Inst. of Chartered Accountants:

Resolutions for healthier finances in 2011

Of the top 10 New Year’s resolutions, managing personal finances often emerges at the head of the pack. If you’re determined to get better control of your money matters in 2011, there’s help to get you on track. Chartered Accountants Peter Brown, CA, CFP, CLU, in Niagara Falls and David Gowling, CA, CACIRP, Senior Vice President of Herpers Chagani Gowling Inc. in Hamilton, offer seven tips to start the year off on the right foot and help you stay on the road to financial security.

- Thursday, December 30, 2010

Insure your business for less

At some point, just about every business owner is forced to tighten their belt. When watching your money, it’s tempting to cut back on the things you think you won’t miss right away.

- Wednesday, December 22, 2010

Make sense of insurance

In life, is some amount of risk inevitable? If you answered yes, you’ve just made the case for owning insurance.

- Wednesday, December 22, 2010

More holiday, less debt, less stress

Many consumers enjoy loosening the purse strings when the holiday season rolls around. But for some, year-end spending, (or overspending) can have serious consequences … all year long.

- Monday, December 13, 2010

Gifts for the giver: do for others and yourself this year

The holiday season is all about giving … to others. But if you believe that it’s perfectly alright to pick up a little something for yourself while you’re being generous to others, consider some of the “gifts” that the Canada Revenue Agency has to offer.

- Monday, December 13, 2010

No family? Succession planning tips for your small business

Succession planning is an important part of the vision you have for your company’s future. But what if you have no family members to succeed you? Here are five tips on non-family succession planning from Chartered Accountant David Townley, a partner with WFT Corporate Finance & Valuations Ltd. in Toronto.

- Friday, December 3, 2010

Leaving your business to the children

You have worked hard to establish a successful business and your greatest wish is to pass that business on to your children. Achieving a smooth transition to the next generation can be a difficult challenge but here are seven tips to help the process along.

- Friday, December 3, 2010

How to save money when you don’t have much of it!

Groceries, housing, transportation - it’s hard to make ends meet when you don’t make a lot of money. But no matter what your income, it’s important to set aside a little of what you earn. Here are some basic tips on how to save money and plan for the future.

- Friday, November 26, 2010

What kind of bank account do you need?

Everyday chequing, high-interest savings, tax-free savings - there are a dizzying array of bank accounts available. How do you know which type to use and for what purpose? Here are some basic tips from Chartered Accountant Brian Quinlan, a partner with Campbell Lawless Professional Corporation in Toronto.

- Friday, November 26, 2010

Help fund higher education

The U.K. publication Times Higher Education has released its 2010 rankings of the world’s best schools. Nine Canadian universities were in the top 200.# But higher education comes with a steep price tag. The growing costs are usually shouldered by students themselves, often with help from family members, providing their pockets are deep enough.

- Friday, November 12, 2010

Tax tips for students

The costs of pursuing higher education continue to rise, especially in Ontario where university tuition fees are among the highest in the country.* Fortunately, the Canada Revenue Agency (CRA) administers a range of programs and tax credits to help offset some of the costs of college and university. And, in many cases, it’s not just the students, but those who help them financially that can file the claims.

- Friday, November 12, 2010

Beware when buying online, shopping online is not risk-free

Selling goods online is very popular these days, whether you are an individual wanting to unload a few possessions or a business offering a broad range of products. But as common as online selling may be, it still carries some risks.

- Thursday, November 4, 2010

Beware when buying online

Books, music, movies, computers, software, concert tickets, clothing, furniture - today you can buy just about anything online. But shopping online is not risk-free. Protect yourself with some simple tips the next time you get bit by the online shopping bug.

- Thursday, November 4, 2010

Manage your finances in a recovering economy

Two years after the global financial crisis began, signs of an economic recovery have just started to emerge. How does it affect you? Here are 10 tips on how to manage your personal finances during an economic recovery.

- Monday, October 25, 2010

Merging your finances

When you got together, you and your partner probably pooled your furniture, combined your CD collection and discussed your long-term goals.

- Friday, October 15, 2010

Tax planning for new couples

If you are part of a new couple, you and your spouse have probably talked about your finances. But do you have a tax strategy? Here are some tax planning tips for new couples from Chartered Accountant Marco Zuiani, a partner with BDO Canada LLP in Burlington.

- Friday, October 15, 2010

All in a day’s work

Full-time-permanent, contract, or self-employment work - each have their risks and rewards. In choosing the type that’s right for you, it is essential that you consider opportunities in your area, the industry you’re in, and your own strengths, personality and lifestyle. As each has its own implications, it’s important to understand how the law and the Canada Revenue Agency regard these different ways of working and their potential impact on you.

- Friday, October 1, 2010

Different work styles - different tax rules

These days, it seems anything goes when it comes to work styles and employment arrangements, the old “nine-to-five-Monday-to-Friday” scenario isn’t the practical model it once was.

- Friday, October 1, 2010

Business tax planning is important all year around

An effective tax strategy for your business is one that is kept up to date year-round. Here’s a mid-year checklist to help you stay on top of your business tax planning.

- Thursday, September 23, 2010

Mid-year personal tax planning tips

Even though you don’t have to file your 2010 income tax return until the end of April 2011, it’s a good idea to take stock of your tax situation partway through the year. Here are five mid-year personal tax planning tips from Chartered Accountant James Dunlop, a partner with Collins Barrow KMD LLP in London.

- Thursday, September 23, 2010