Tax

Estate Planning

Working through disabilities

How to safeguard inheritance

By Suzanne Yar Khan |January 17, 2014

5 min read

Estate Planning

How to discuss PoA for personal care

Help clients before it’s too late.

By John Lorinc |January 17, 2014

7 min read

Estate Planning

How to make a Power of Attorney ironclad

Most advisors know the importance of a PoA. So to avoid challenges, watch for these problems.

By James Dolan |January 17, 2014

3 min read

Economic Indicators

Tax cheats beware: CRA launches snitch line

CRA has a new way to catch up with Canadians cheating on their taxes.

By Staff |January 15, 2014

1 min read

Tax Strategies

Understanding the pension income tax credit

Advisors frequently ask about the pension income tax credit and whether clients qualify

By Frank Di Pietro |January 15, 2014

3 min read

Estate Planning

How to keep second-generation clients

Connect to clients’ kids when helping with wealth transfers.

January 14, 2014

2 min read

Tax News

CRA has denied every gifting tax shelter it’s audited

For the 2013 tax year, CRA will not assess taxes owed or provide a refund to taxpayers who claim a tax credit under a gifting tax shelter scheme until it has been audited.

By Staff |January 13, 2014

2 min read

Estate Planning

Under the law, a person drawing up a will is free to make whatever will he or she wants to make. But while a person drawing up the will has the right to draft one according to his or her wishes, family members have the right to challenge and contest it.

By Daniel J. Dochylo |January 13, 2014

9 min read