Tax Strategies

Estate Planning

Restraints to testamentary freedom when drafting a will

Help your client avoid these pitfalls

By Keith Masterman |December 10, 2020

5 min read

Tax News

How to extract cash from a corporation

Consider these options to avoid unexpected tax results

By Wilmot George |November 20, 2020

5 min read

Tax News

Budgeting for 2021 CPP changes — and beyond

Will the pandemic lead to higher future premiums?

By Doug Carroll |November 13, 2020

3 min read

Advisor's Edge

Tax planning in a unique year

CERB, combined with lower deductions, is a recipe for potential tax owing

By Curtis Davis |October 30, 2020

4 min read

Estate Planning

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

By Tim Brisibe |October 2, 2020

5 min read

Tax Strategies

When naming minor beneficiaries causes major complications

A lack of planning can impede your client’s wishes

By Keith Masterman |August 7, 2020

4 min read

Tax News

CRA issues newsletter for registered pension plan contracts

The additional guidance reduces the risk of purchasing a non-compliant annuity

By Lea Koiv |August 4, 2020

4 min read

Estate Planning

Renting to a child while living in long-term care

Find out if your client is still eligible for the PRE

By Wilmot George |July 22, 2020

3 min read

Market Insights

How asset allocation impacts portfolio recovery

Don’t underestimate the behavioural element

By Jim Otar |July 16, 2020

5 min read

Tax Strategies

A tax strategy about nothing

What Seinfeld can teach us about the value of staying the course

By Doug Carroll |July 2, 2020

3 min read

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