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Columnists

Margaret O’Sullivan

New trust reporting and disclosure rules are coming

The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information

March 27, 2020

3 min read

How the global privacy debate is playing out in Canada

Legislation affects disclosures on trusts, real estate and corporations

September 16, 2019

3 min read

Multiple taxation on death: the taxpayer’s nightmare

Steps to limit tax in other jurisdictions

February 25, 2019

3 min read

Nathalie Boutet

Divorce negotiation strategies to protect your clients’ wealth

Advisors can help separating clients by maintaining emotional distance

December 4, 2018

3 min read

Why couples need a financial plan for a trial separation

Tips for managing expenses, mortgages and shared accounts

August 3, 2018

4 min read

Helping clients when addiction leads to divorce

Tips for working with experts when family issues interfere with finances

May 3, 2018

5 min read

Keith Masterman

A cautionary tale about executors and clearance certificates

Court decision serves as a warning about property distribution, executor renunciation

December 9, 2022

4 min read

Help clients claim tax credits for charitable donations

A sample scenario illustrates the savings

September 14, 2022

3 min read

All about eligible medical expenses

Help your client claim these non-refundable tax credits

March 23, 2022

4 min read

David Truong

How to make good use of Monte Carlo projections

Projections are essential for planning but they rely on the quality of the variables used

August 4, 2021

3 min read

How DTC eligibility loss affects RDSPs

This example highlights tax and planning considerations

January 30, 2018

3 min read

Registered plans and lifetime benefit trusts

What to consider regarding the use of LBTs

January 9, 2018

3 min read

Al and Mark Rosen

Do corporate spinoffs reward shareholders?

Creating value by shrinking

May 9, 2022

3 min read

When stock frauds go beyond gaming the numbers

Claims of novel technology are at the centre of many collapses

March 14, 2022

3 min read

Finding the tipping point of stock collapses

When does accounting become important?

February 4, 2022

4 min read

Tony Maiorino

How to tackle 3 wealth-transfer challenges

Approximately $400 billion of wealth and assets will be passed down

March 10, 2017

4 min read

Vacation property succession planning: Part 2

If your client’s vacation property forms part of her estate on death, it may be subject to probate fees as part of her will.

November 30, 2016

4 min read

Vacation property succession planning: Part 1

Without proper planning, vacation homes can quickly go from enjoyable escape to a source of financial and emotional stress.

November 23, 2016

3 min read

Michelle Connolly

Problems with Finance’s passive investing proposals

Finance says Canadians who hold passive investments in private corporations get an unfair tax advantage. That view is problematic

September 29, 2017

10 min read

Urgent: Talk to business clients ahead of income sprinkling measures

Consequences of Finance's proposed tax measures

August 29, 2017

12 min read

How proposed tax changes target income sprinkling

Case study shows how your client might pay more tax

August 8, 2017

7 min read

Florence Marino

Capital Dividend Account changes proceeding

On October 21, 2016, final draft legislation was released and now forms the final measures contained in Bill C-29.

November 15, 2016

6 min read

Tax Court ruling a cautionary tale for small biz owners

What happens when a shareholder does not pay enough for the benefit he received.

October 14, 2016

6 min read

Collateral damage: The impact of new life insurance transfer rules

The federal budget proposed measures that impact certain transfers of life insurance policies

June 15, 2016

6 min read

John Natale

Primer on professional corporations, Part 2

In this article, we’ll look at two key disadvantages of incorporating and address a series of other considerations that come into play when deciding whether or not to incorporate.

November 23, 2015

4 min read

Primer on professional corporations, Part 1

In this first part of a two-part series, we’ll let’s look at the advantages of incorporating.

November 16, 2015

4 min read

10 ways to protect business owners from creditors

Whether they’re established entrepreneurs or just starting out, it’s important that your business-owner clients regularly review their creditor protection strategies.

October 15, 2015

3 min read

Max Reed

A perfect storm is brewing for non-compliant U.S. taxpayers abroad

Subtle changes mean clients may want to act soon

May 4, 2020

4 min read

Tax issues when Canadians have U.S. executors

Tips to avoid cross-border complications

June 13, 2019

3 min read

Pleading not GILTI: tax deferral strategies for Canadian-resident U.S. citizens

The story behind global intangible low-taxed income

February 23, 2018

5 min read

Craig White and Grant White

Communicating and pricing your value: part 2

We had such a positive response to our last article that we thought we’d do a follow up with more practical tips.

June 16, 2016

3 min read

Knowing, communicating and pricing your value

We recently attended a two-day coaching course on the challenge of knowing and pricing your value. Here’s what we learned.

April 18, 2016

3 min read

How to effectively generate referrals

In some ways, referrals are the best way to build a business because prospects already have a good feeling about you. Here are two strategies to boost referrals.

December 1, 2015

3 min read

Ted Michalos

This debt repayment plan can shield clients from creditors

Clients in four provinces have access to this niche repayment option.

December 12, 2016

3 min read

Advise clients before they make loans

Many clients know all about the benefits and perils of borrowing money, but it’s likely they’re less prepared to be lenders.

September 21, 2016

3 min read

What to do when a business owner goes personally bankrupt

There may come a time when one of your clients calls to say, “I’ve gotten myself into a financial mess and I think I need to file for bankruptcy.”

June 1, 2016

4 min read

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