Tax Strategies

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Should you charge fee or MERs to save clients tax?

MER versus direct fee

By Doug Carroll |February 24, 2017

4 min read

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Estate Planning

How much power do powers of attorney really have?

Can a person acting under a PoA make gifts or change beneficiary designations?

By Keith Masterman |February 7, 2017

4 min read

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Commute this pension or not? Part 2

How a change in client circumstances changes the answer.

By Carol Bezaire |February 3, 2017

2 min read

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Does going fee-based save clients tax?

Factors to consider

By Doug Carroll |January 27, 2017

5 min read

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What happens when the foreign tax credit is denied

What happens when the foreign tax credit is denied

By Jamie Golombek |January 27, 2017

4 min read

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Navigate RRSP attribution rules

Make sure clients don't accidentally run afoul of the attribution rules

By Wilmot George |January 6, 2017

4 min read

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Planning and Advice

Best ways to get paid when selling your book

Considerations when receiving payment for your book

By Doug Carroll |December 9, 2016

8 min read

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Take care when deducting employment expenses

Being too aggressive can send you to Tax Court

By Jamie Golombek |December 9, 2016

5 min read

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Special issues when calculating capital gains

Learn about special considerations and exceptions.

By Michelle Connolly |November 25, 2016

3 min read

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Selling a book when incorporated vs. unincorporated

What happens when you’re incorporated, versus not incorporated

By Doug Carroll |November 25, 2016

3 min read

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