Tax Strategies

Tax planning when your client receives severance

The tax implications depend on how severance is characterized

By Keith Masterman |January 15, 2019

6 min read

Estate Planning

Capital gains and losses at death: the spousal advantage

Giving clients options with capital property

By Curtis Davis |January 2, 2019

3 min read

Tax Strategies

Why clients should rethink deliberate TFSA overcontributions

Overcontributions can result in more than a simple penalty tax

By Wilmot George |December 11, 2018

3 min read

Advisor's Edge

Year-end tax tips for business owners

New rules mean taking steps before Dec. 31

By Jamie Golombek |November 28, 2018

3 min read

Advisor's Edge

Tax treatments of RPPs versus RRSPs

A tax tale of two benefits at death

By Curtis Davis |November 28, 2018

4 min read

Advisor's Edge

Caution when counselling DB-to-IPP transfers

A legal case sounds a note of caution for advisors

By Doug Carroll |October 15, 2018

3 min read

Advisor's Edge

Foreign withholding tax: Is the credit always worth it?

Comparing tax options for foreign dividend-paying stocks

By Curtis Davis |October 15, 2018

4 min read

Advisor's Edge

Avoid unexpected tax on real estate purchases

Buying from a non-resident requires careful planning

By Jamie Golombek |October 15, 2018

3 min read

Estate Planning

Talk to clients about pullback of ODSP proposals

Increases to the program have been put on hold

By Jacqueline Power |October 1, 2018

3 min read

Advisor's Edge

Estimating the cost of CPP additions for employees

Here’s what we can expect to pay under the new system

By Doug Carroll |September 21, 2018

3 min read

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