Tax

3 estate planning mistakes

The best way to learn is through mistakes. So here are three common estate planning offences.

By Elaine Blades |July 14, 2014

2 min read

Your clients will inherit $100,000

Are you preparing your clients to handle their inheritances responsibly?

By Staff |July 8, 2014

1 min read

Help clients track income sources

When clients are paid in cash for completing jobs or projects, remind them to record and keep track of those payments. People may need to do this if they run a renovation or construction company, for example, or if they run a small side business in their spare time. Recording all income sources throughout the […]

By Staff |July 7, 2014

1 min read

When your client wants to change beneficiaries

Advisors often hear first that an heir’s fallen out of favour

By John Lorinc |July 2, 2014

7 min read