Tax

Industry

Buffett: Rich should pay more tax

A funny thing happened in the wake of the Tea Party’s victory in the U.S. debt ceiling standoff a month ago

By Michael McCullough, Canadian Business |September 12, 2011

7 min read

Tax News

Go ahead and tap that RRSP

Conventional wisdom says clients should contribute as much as possible to an RRSP and wait as long as possible to start taking withdrawals.

By Jason Heath |September 12, 2011

3 min read

Economic Indicators

Tax the rich: A grown-up way to trim a deficit

On both sides of the Altantic, outspoken members of the uber-wealthy are demanding their politicians raise their taxes.

By Michael McCullough, Canadian Business |September 12, 2011

8 min read

Estate Planning

Get beneficiary designations right

Market uncertainty has pushed retail investors to look for yield rather than returns, which has made fixed income investing expensive and potentially risky.

By Daniel J. Dochylo |September 1, 2011

6 min read

Tax News

The tax consequences of loyalty programs

Donating frequent flyer miles can have unintended tax consequences.

September 1, 2011

3 min read

Estate Planning

Inter vivos trusts help minimize tax

Here’s how to use an inter vivos trust (a trust created while the donor is alive to hold property for the benefit of others – usually family members) for income splitting.

By Margaret O’Sullivan |September 1, 2011

4 min read

Estate Planning

Five ways clients can avoid property hassles

Holding property jointly has long been called the “poor man’s will”—a way for a person to transfer wealth on death without spending the money to draw up proper documents. So, if a client is considering transferring property into joint ownership with a spouse or children, play devil’s advocate and explain the risks

By Barry Corbin |September 1, 2011

2 min read

Industry

Tax forms contain clues

If you’ve never read the income tax note in a company’s annual report, you’re not alone. Many portfolio managers and sell-side analysts don’t bother, either. It’s a mundane and coma-inducing part of the financial statements. So you won’t like this advice: read the tax note.

September 1, 2011

6 min read

Life

Four ways to tailor life insurance for wealthy clients

Wealth brings its own set of problems, among them large tax bills and uncertain wealth transfer upon death. Even if your wealthy clients don’t like to talk about dying, you can reframe the conversation to be about legacy.

September 1, 2011

2 min read

Industry

When to blow the whistle

What the regulators say about disclosing illegal activities.

By Richard E. Austin |September 1, 2011

3 min read

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