News and resources for Canada's top financial advisors
Industry
Beware these tax challenges
By Terry F. Ritchie |October 14, 2014
8 min read
Tax News
When working with business owners, advisors should be aware of the different tax-planning concerns stemming from employer-employee and payer-independent contractor relationships. Each has pros and cons.
By Wilmot George |October 9, 2014
5 min read
The IRS has just made it easier for taxpayers with RRSPs or RRIFs to get favorable U.S. tax treatment; it’s also taken steps to simplify procedures for U.S. taxpayers with these plans.
By Staff |October 8, 2014
2 min read
U.S. citizens and green card holders living outside the U.S. remain a priority for the IRS.
By Phil Hogan |October 7, 2014
4 min read
Estate Planning
A client called me earlier this year with a strange question. He wanted to know if donating an organ or a piece of an organ would affect his ability to purchase life insurance in the future. At the time, it seemed like an academic question and the client didn’t offer any explanations.
By David Wm. Brown |October 6, 2014
3 min read
Disagreements over marriage contracts can end relationships. But for NHL players and their partners, such documents are must-haves.
October 3, 2014
How to help ultra-high earners with short careers
By Dean DiSpalatro |October 3, 2014
9 min read
Market Insights
What to do if your client’s child might play professionally.
By Sarah Cunningham-Scharf |October 3, 2014
7 min read
Mackenzie Financial Corporation plans to alter three of its fixed income corporate class funds.
By Staff |September 29, 2014
The IRS has issued a fraud alert for international financial institutions complying FATCA. Scam artists posing as the IRS have fraudulently solicited financial institutions seeking account holder identity and financial account information.
By Staff |September 25, 2014
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