Tax

Tips for singles to leave legacies

Most women are altruistically inclined, irrespective of economic status: A 2010 research conducted by the Women’s Philanthropy Institute at Indiana University showed single women are twice more likely to give to charity than single men.

By Kanupriya Vashisht |May 1, 2012

2 min read

Estate Planning

Estate planning enters 21st century

It is not a social media story. And yet you know the medium has come of age when your Facebook and Twitter accounts and photos are considered digital assets that must be part of your estate planning.

By Vikram Barhat |April 30, 2012

3 min read

Tax News

Good news for clients with 401(k)

Learn more

By Jacqueline Power |April 25, 2012

3 min read

Industry

Ask clients about cross-border activities

As soon as clients mention U.S.-sourced income, advisors need to recommend consultation with a cross-border tax expert.

By Lisa MacColl |April 18, 2012

5 min read

Industry

Tax cheats beware

The IRS is going after Americans in Canada. What you need to know.

By Terry Ritchie and Brian Wruk |April 17, 2012

5 min read

Estate Planning

Deconstructing wealth

Luxury cars and cozy cottages build a formidable illusion of wealth, but these hallmarks of conspicuous consumption don’t always add up to high net worth. This harsh reality jolts many possession-rich folks when advisors tally assets against liabilities, and reach grim conclusions.

By Kanupriya Vashisht |April 16, 2012

8 min read

Tax News

Taxpayer gets second chance

Readers will recall my repeated warnings about the severe penalties for failing to file Form T1135, the Foreign Income Verification Statement.

By Jamie Golombek |April 15, 2012

3 min read

Estate Planning

Trust residence ruling upheld

The recent decision of the Supreme Court of Canada in the Garron Family Trust establishes rules on trust residence.

By Vikram Barhat |April 13, 2012

2 min read

Tax News

Proposed U.S. immigration reforms could impact older clients

Recently, several advisors and clients have asked us about the so-called snowbird visa being proposed in the U.S. A cross-border financial-planning firm has been strongly encouraging Canadian snowbirds to contact U.S. senators, congresspeople and sponsors of this bill to push the proposed legislation forward.

By Terry Ritchie |April 13, 2012

5 min read

Economic Indicators

Will the Buffett Rule pass?

U.S. President Barack Obama has made the case that whoever wins the upcoming election will face an economy still recovering from the “worst economic calamity since the Great Depression” and many Americans will still be looking for jobs and lacking financial security.

April 10, 2012

2 min read

← Previous 1 … 231 232 233 234 235 … 281 Next →