Tax Strategies

Investment fees — what’s deductible?

Industry

Investment fees — what’s deductible?

This article examines when clients can get a tax break on investment fees.

By Michelle Munro |April 5, 2016

5 min read

Decorative pattern

Estate Planning

Seg funds for estate planning: advantages and pitfalls

Segregated funds are often seen as useful for minimizing potential estate administration fees.

By Keith Masterman |March 31, 2016

4 min read

Decorative pattern

Industry

How the budget changes life insurance and the capital dividend account

The 2016 federal budget announced changes impacting the Capital Dividend Account (CDA) and the tax consequences of transfers of life insurance policies to a corporation.

By Florence Marino |March 30, 2016

5 min read

Decorative pattern

Tax News

ARCHIVED: Personal tax season – Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

By Michelle Connolly |March 21, 2016

1 min read