Advisor's Edge

Tax planning in a unique year

Advisor's Edge

Tax planning in a unique year

CERB, combined with lower deductions, is a recipe for potential tax owing

By Curtis Davis |October 30, 2020

4 min read

Retirement, business succession plans hit Covid-19 speedbump

Advisor's Edge

Retirement, business succession plans hit Covid-19 speedbump

Experts help this couple prepare for a sale and rethink retirement options

By Suzanne Yar Khan |October 30, 2020

8 min read

Name that forecasting advantage

Advisor's Edge

Name that forecasting advantage

“Implicit egotism” refers to the way positive associations about ourselves influence important decisions

By Mark Burgess |October 30, 2020

2 min read

Pandemic complicates discretionary trust payouts

Advisor's Edge

Pandemic complicates discretionary trust payouts

Trustees must balance the interests of income and capital beneficiaries amid economic uncertainty

By Rudy Mezzetta |October 30, 2020

4 min read