Tax

Tax

Conversation starter – 5 tax and estate mistakes

Ask business-owning clients, ‘Do you have a plan to protect your wealth?

February 26, 2014

1 min read

Tax

What to know about death and taxes

For most of us, our final tax bill will be our highest. Here’s how make the most of your legacy.

By Elaine Blades and Scott Cummings |February 25, 2014

3 min read

Tax

Conversation starter – What to know about death and taxes

Kick-start the estate planning conversation by asking your client, “Do you know your highest tax bill will be the one that’s filed after you die?”

February 25, 2014

1 min read

Tax

Be careful with rental property tax claims

Don’t become a landlord before learning about the tax rules.

February 20, 2014

3 min read

Tax

Give the taxman less of your business

When you own a business with substantial earnings, an estate freeze can keep tax costs down.

By David A. Altro and Jonah Z. Spiegelman |February 14, 2014

3 min read

Tax

8 things to know when tax-loss harvesting

You want to maximize your earnings, but you also want to minimize your tax exposure. A great way to do that is through tax-loss harvesting.

By Stella Gasparro |February 13, 2014

2 min read

Tax

2014 Budget brings targeted tax changes

For the average Canadian, there’s little to gain from the Federal Budget issued yesterday in Ottawa.

By Philip Porado |February 12, 2014

2 min read

Tax

Conversation starter – Save tax on probate

Ask wealthy older clients if they’ve ever considered setting up a trust.

February 4, 2014

1 min read

Tax

Conversation starter – Transferring frozen assets

Ask business-owning clients who they plan on leaving their preferred, “freeze,” shares too.

January 27, 2014

1 min read

Tax

Are you subject to U.S. estate tax?

Whether you owe U.S. estate tax depends on your answers to two questions.

By David A. Altro |January 17, 2014

3 min read

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