Tax Strategies

10 ways to protect business owners from creditors

Whether they’re established entrepreneurs or just starting out, it’s important that your business-owner clients regularly review their creditor protection strategies.

By John Natale |October 15, 2015

3 min read

Tax News

Consider T-Series for tax-efficient cash flow

Investors have two means to generate tax-free cash flow from investments.

By Michelle Connolly |October 6, 2015

4 min read

Estate Planning

Can you really protect executors from liability?

Many people do not realize that a trustee faces a myriad of legal and fiduciary responsibilities.

By Keith Masterman |September 10, 2015

5 min read

Estate Planning

Make sure clients understand Graduated Rate Estates

New federal trust rules come into effect in January 2016

By Frank Di Pietro |September 8, 2015

4 min read

Tax News

Keep the claws off OAS

As Canada’s baby boomers settle into retirement, many are being caught off guard by their complex financial situations

By Wilmot George |August 11, 2015

5 min read

Estate Planning

What happens when an RRSP annuitant dies

When an RRSP annuitant dies, it’s often possible to roll over the RRSP to a beneficiary on a tax-deferred basis.

By Wilmot George |May 26, 2015

4 min read

Estate Planning

More flexibility for estate donations

Last year’s budget changed some of the donation rules, and this article will examine how these changes will impact estate planning.

By Jacqueline Power |May 1, 2015

4 min read

Tax News

Deducting legal fees

Legal fees are tax deductible in limited situations. For employees, fees are deductible if they’re paid “to collect or to establish a right to salary or wages owed”

April 20, 2015

3 min read