News and resources for Canada's top financial advisors
Tax News
Why business owners should pay themselves with dividends, not salary
July 24, 2012
3 min read
The capital gains exemption is one of the most valuable tax incentives provided to shareholders of private corporations in Canada
By Frank Di Pietro |July 24, 2012
Industry
In 2010, the U.S. Congress promised it would make major changes, effective 2012. Halfway through that year, Congress – and the Federal agencies it oversees – has kept its promise.
By Staff |July 23, 2012
2 min read
Don’t let your clients get caught up in the CRA's related party initiative dragnet. If one or more of the following questions apply to them, suggest they call a tax lawyer.
By John Lorinc |July 23, 2012
1 min read
Estate Planning
Over one-third of Canadians don’t have a valid will; even at the low end, that’s a sorry state of affairs. If clients don’t want the division of their assets to end up in court, help them make decisions now.
By Philip Porado |July 20, 2012
Don’t let irresponsible kids delay your succession or estate planning—a unique trust structure lets you maintain control of assets
By Paul Gibney and Brent Pidborochynski |July 19, 2012
4 min read
Get started with our 24-point plan
By Mike George |July 18, 2012
5 min read
For the 14th consecutive quarter, the prescribed rate on spousal loans is staying at 1%.
July 17, 2012
Misappropriation of your money, lost family treasures, and feuding heirs are every business owner’s biggest nightmare. Here’s how to ensure you pick the best manager for your estate
By James Dolan |July 17, 2012
Market Insights
I recently found out one of the largest advisory teams in the country isn’t offering mutual fund corporation structures, or corporate-class funds, to clients. Even though these structures are more tax-efficient, these advisors simply sell investments without considering tax planning.
By Keith Pangretitsch |July 16, 2012
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