Tax Strategies

Is pension income splitting available for the year of death?

Estate Planning

Is pension income splitting available for the year of death?

Help your client’s family by understanding the tax rules

By Wilmot George |May 7, 2019

4 min read

Why to cheer the IPP’s defined benefit provision

Advisor's Edge

Why to cheer the IPP’s defined benefit provision

The DB provision will always provide a larger benefit than the DC provision

By Lea Koiv and Mark Lesniewski |March 25, 2019

5 min read

Supreme Court ruling a reminder to advisors about disability planning tool

Advisor's Edge

Supreme Court ruling a reminder to advisors about disability planning tool

The top court said Henson trusts shouldn’t interfere with subsidized housing eligibility

By Jamie Golombek |March 25, 2019

3 min read

Are tax refunds a cash windfall or bad planning?

Advisor's Edge

Are tax refunds a cash windfall or bad planning?

An updated look at how clients could be putting refund money to work year-round

By Curtis Davis |March 21, 2019

4 min read