Estate Planning

Tax and estate issues with stock options

You just got promoted, and your compensation package includes stock options. To factor them into your plan, you need to understand how options work, how they’re taxed and what happens to them when you die

By Dean DiSpalatro |May 26, 2015

4 min read

Estate Planning

TFSA designations may cause estate problems

Clients should know that financial institutions administer their customers’ TFSA accounts differently, and subtle differences could cost accountholders.

By Amin Mawani |May 14, 2015

4 min read

Estate Planning

What the sharing economy means for your clients’ taxes

Help your clients successfully navigate peer-to-peer assets

May 8, 2015

7 min read

Estate Planning

What the EU’s trust rules mean for Canadians

European legislators have been trying to require public disclosure of trust beneficiaries

By James Dolan |May 8, 2015

4 min read

Estate Planning

Tax and estate issues with stock options

Ensure clients understand tax implications

By Dean DiSpalatro |May 8, 2015

8 min read

Estate Planning

More flexibility for estate donations

Last year’s budget changed some of the donation rules, and this article will examine how these changes will impact estate planning.

By Jacqueline Power |May 1, 2015

4 min read

Estate Planning

New share donation rules could improve estate planning

If your clients are charitably inclined and looking to sell their businesses, they may be able to get a tax break.

By Melissa Shin |April 22, 2015

4 min read

Economic Indicators

Client Letter – Budget 2015, TFSA increases and more

Here’s text for a client letter covering some key points from this year’s Federal budget. We hope you find it useful for sparking client conversations. Dear [Client/Prospect name], As you know, Finance Minister Joe Oliver delivered his Federal budget on April 21 in Ottawa. While you’ve probably seen plenty of media coverage, I thought you […]

By Staff |April 21, 2015

3 min read

Estate Planning

The importance of advance care planning

Clients often overlook advance care planning during the estate planning process.

April 17, 2015

3 min read

Estate Planning

Protect a home from divorce claims

Having a marriage agreement that gives a clear picture of what would happen to each party’s assets is crucial before saying “I do.”

By Evelyn Juan |April 10, 2015

4 min read

← Previous 1 … 28 29 30 31 32 … 69 Next →