Tax

Cut U.S. tax ties

Saying goodbye to Uncle Sam and his taxman can be harder than you think.

By Beth Webel and Christopher Gandhu |December 19, 2011

4 min read

Close the gap in your client’s will

Odds are, your clients all have their wills drawn up. Providing for loved ones is a crucial part of financial planning, after all. But a vital piece of that puzzle is missing, according to a survey by BMO Harris Private Banking: custody of minor children.

By Staff |December 15, 2011

2 min read

Tax Tips: Catering to small business

Many will remember 2011 as a year of economic challenges. Small business owners in particular have had it rough and while they hope for a better year ahead, there are still a few things they can do to end this year on a positive note.

By Vikram Barhat |December 15, 2011

2 min read

Faceoff: Is costlier insurance cost-effective?

Canadian insurers have gone through two rounds of price increases since December 2010. Does pricier insurance still make sense for clients who want to leave legacies?

By Kanupriya Vashisht |December 14, 2011

6 min read