Tax Strategies

Help your client plan for a spendthrift beneficiary

Use these tips to protect an inheritance

By Keith Masterman |April 21, 2020

4 min read

Tax News

Sidestepping superficial loss rules

The process of selling losing investments is fairly straightforward

By Frank Di Pietro |April 16, 2020

6 min read

Tax News

Tax treatment of federal Covid-19 measures

RRIFs, CERB and working from home have tax implications

By Curtis Davis |April 14, 2020

4 min read

Planning and Advice

Emergency fund advice in a time of crisis

Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know

By Doug Carroll |April 1, 2020

4 min read

Advisor's Edge

Part-time advisor’s business income doesn’t justify ‘staggering’ expenses

A Tax Court case shows what can happen to unsupported claims

By Jamie Golombek |March 27, 2020

3 min read

Estate Planning

Common RDSP misconceptions

The Registered Disability Savings Plan requires proper planning

By Jacqueline Power |March 3, 2020

3 min read

Tax News

Help clients calculate RRSP limits

Breaking down pension adjustments and other challenges

By Curtis Davis |February 20, 2020

5 min read

Estate Planning

Second-generation income and TOSI

Find out when your client’s investment income could be subject to the tax on split income

By Frank Di Pietro |February 7, 2020

3 min read

Advisor's Edge

Sprinkle the income, but beware the tax

A TOSI case study

By Curtis Davis |February 7, 2020

4 min read

Advisor's Edge

ALDAs: to buy or not to buy

A breakdown of who benefits from the federal government’s proposed annuity

By Jim Otar |February 7, 2020

6 min read

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