What is not a bare trust for tax purposes? [Globe and Mail, The (Toronto, Canada)]
Raymond James Financial, Inc. (RJF)
Last raymond james financial, inc. earnings: 4/29 04:35 pm
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Source: Globe and Mail, The
investment industry news and insights, the week's top headlines, and what you and your clients need to know. For more from Globe Advisor, visit our homepage Bare trusts have become a four-letter word for affected Canadians who must now file a T3 trust tax return by April 2. Bare trusts include not just official trusts set up by a lawyer with a professional trustee but informal trust agreements clients may have established over the years. Examples may include in-trust accounts for minor children (ITFs), joint accounts between family members for estate planning purposes, co-signing a mortgage, or even a family member being added to the title to their parent's or child's property. With ITFs, for example, “previously, no tax return was needed unless the child has investment income high enough to trigger taxes and warrant that tax filing,” says Brianne Gardner, financial advisor and co-founder of Velocity Investment Partners at Raymond James Ltd. in Vancouver. “We are making sure t
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RJF
News
- Raymond James Financial, Inc. (NYSE:RJF) Q2 2024 Earnings Call Transcript [Yahoo! Finance]Yahoo! Finance
- Raymond James Financial Second Quarter 2024 Earnings: In Line With Expectations [Yahoo! Finance]Yahoo! Finance
- Raymond James: Still Bullish Considering In-Line Results And Positive Outlook [Seeking Alpha]Seeking Alpha
- Raymond James (NYSE: RJF) had its price target lowered by analysts at TD Cowen from $131.00 to $126.00. They now have a "hold" rating on the stock.MarketBeat
- Raymond James (NYSE: RJF) had its price target lowered by analysts at Bank of America Co. from $145.00 to $141.00. They now have a "buy" rating on the stock.MarketBeat
RJF
Earnings
- 4/24/24 - Miss
RJF
Sec Filings
- 4/26/24 - Form 144
- 4/24/24 - Form 8-K
- 4/12/24 - Form 4
- RJF's page on the SEC website