Lea Koiv

Lea Koiv , CPA, CMA, CA, CFP, TEP, is a tax, pension and retirement expert who has held senior roles at a national insurer and international accounting firms. Reach her at info@leakoivassociates.ca.

Estate Planning

Understanding the CPP death benefit

The amount has been falling in real terms

By Lea Koiv |May 12, 2023

3 min read

Tax News

What clients should know about the CPP reforms

Clients are paying in but increases to benefits remain minimal for now

By Lea Koiv |April 19, 2023

4 min read

Planning and Advice

How inflation affects OAS timing

Three case studies to help clients choose when to begin their benefits

By Lea Koiv |January 5, 2023

6 min read

Tax Strategies

Consider inflation when deciding when to begin CPP

The higher the inflation rate, the bigger the benefit of waiting

By Lea Koiv |June 28, 2022

4 min read

Tax News

CRA issues newsletter for registered pension plan contracts

The additional guidance reduces the risk of purchasing a non-compliant annuity

By Lea Koiv |August 4, 2020

4 min read

Advisor's Edge Report

Understanding maximum transfer value rules

What clients need to know when commuting a DB pension

By Lea Koiv |December 15, 2017

7 min read

Planning and Advice

Should clients take CPP’s post-retirement benefit before age 65?

Clients must answer this question if they’re still working at age 60

By Lea Koiv |October 20, 2017

7 min read

Tax News

Shedding light on the CPP survivor benefit

Explaining a poorly understood mechanism

By Lea Koiv |September 22, 2017

11 min read

Tax News

Pension splitting: special rules and planning opportunities

Find out how to help clients

By Lea Koiv |June 8, 2017

8 min read

More Columnists

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Matt Trotta

Tax & Estate

Defining trusts for tax reporting and compliance

February 8, 2024|5 min read

RRSPs and estate administration

November 15, 2023|6 min read

Jon Hreljac

Tax & Estate

Buyer beware: Foreign income in a corporation

January 28, 2022|3 min read

Funda Dilaver

Tax & Estate

Tax consequences when your client leaves Canada

January 7, 2021|6 min read

Charmaine Ko

Tax & Estate

What U.S. citizens should know before purchasing Canadian life insurance

June 4, 2020|3 min read

The perils of owning U.S. life insurance

May 29, 2020|3 min read

Rebecca Hett

Tax & Estate

In-trust-for accounts and taxation

December 9, 2021|5 min read

What the disability tax credit means for eligible Canadians and their families

May 14, 2021|5 min read