Authors Archive | Page 2 of 5

Factors to consider when setting aside funds for minors

December 9, 2021

5 min read

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

Qualification is a gateway to additional tax savings

May 14, 2021

5 min read

How to deduct home office expenses

Here’s what your clients need to know for the 2020 tax year

February 4, 2021

4 min read

Rick Goossen

Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

July 30, 2020

3 min read

Charmaine Ko

Tax & Estate

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

These steps can prevent tax surprises

June 4, 2020

3 min read

The perils of owning U.S. life insurance

These tax-advantaged savings vehicles can result in a tremendous tax headache

May 29, 2020

3 min read

Jim Witty

Tax & Estate

How small businesses without employees get shut out of benefits

More support is needed to cope with the pandemic

May 7, 2020

3 min read

How passive income is calculated for CCPCs

Examining adjusted aggregate investment income

October 12, 2018

5 min read

Vivek Bansal

Tax Strategies

New trust reporting rules include in-trust accounts, jointly owned assets

Find out if your client is subject to the requirements

December 13, 2023

3 min read

Taxation of employee stock options

Help your client consider tax-preferential treatment, donation of shares and AMT

June 6, 2023

5 min read

What to know about the new intergenerational transfer rules

Business owners planning for succession must meet certain criteria

August 23, 2022

4 min read

Chris Delaney

How clients will choose their future advisors

Ways to become their chosen candidate

November 20, 2018

3 min read

Five steps to growing family wealth for the long term: Part 2

The last two steps of the process

October 9, 2018

4 min read

Five steps to growing family wealth for the long term: Part 1

Consciously deciding to sustain family wealth for the long term is atypical

October 2, 2018

4 min read

Frank Di Pietro

Tax & Estate

Understanding the underused housing tax

If your client is an affected owner, they must file a UHT return by Oct. 31 to avoid penalties

May 15, 2023

4 min read

Unexpected tax consequences when accessing real estate equity

Interest deductibility may be at stake

June 18, 2021

3 min read

Deducting home office expenses during the pandemic

The rules are restrictive and deductions require the employer’s support

June 2, 2020

2 min read

Jacqueline Power

Tax & Estate

T1135 reporting: What your clients need to know

Failure to report foreign-source income can result in high penalties

May 5, 2023

4 min read

Estate planning with trusts

Help your client benefit from these important tools

August 12, 2022

4 min read

Programs and incentives to help first-time homebuyers

These initiatives can help clients enter the housing market

March 31, 2022

4 min read

Lea Koiv

Tax & Estate

Understanding the CPP death benefit

The amount has been falling in real terms

May 12, 2023

3 min read

What clients should know about the CPP reforms

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

April 19, 2023

4 min read

How inflation affects OAS timing

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

January 5, 2023

6 min read

Carol Bezaire

Tax & Estate

Informal trust accounts: How they do and don’t work

Understand the potential benefits and pitfalls for your client

June 19, 2018

5 min read

Commute this pension or not? Part 2

How a change in client circumstances changes the answer.

February 3, 2017

2 min read

Tax and ETFs: what you need to know

ETFs have unique taxation aspects when they’re held in non-registered accounts

August 10, 2016

4 min read

Akua Carmichael

Tax & Estate

Common gaps when appointing an attorney for property and personal care

A case study explains the challenges

November 10, 2022

5 min read

Power of attorney and incapacity planning: Do you have a plan?

Addressing estate planning’s ignored middle child

September 23, 2022

3 min read

How to avoid succession battles with the family cottage

Keeping it in the family and maintaining harmony

November 2, 2021

4 min read

Rebecca Cicco

Tax & Estate

An expedient alternative to the post-mortem pipeline

A strategy for business-owner clients to mitigate double taxation at death

May 9, 2019

6 min read

Proceed with caution when aging seniors request account changes

What advisors should know

November 12, 2018

3 min read

Holding private company shares at death could cost your client

An expert explains the tax consequences—and how to avoid them

May 28, 2018

6 min read