Tax Strategies

What clients should know about CERB

Rules govern coordination with other benefits, repayment

By Jacqueline Power |June 18, 2020

4 min read

Advisor's Edge

Court case shows how much can go wrong with T5008 slip

A taxpayer was told he owed $4.1 million in taxes

By Jamie Golombek |June 12, 2020

4 min read

Advisor's Edge

How long until my portfolio recovers from March’s sell-off?

Using historical returns to forecast a recovery

By Jim Otar |June 12, 2020

5 min read

Estate Planning

How to unlock a life income fund

If clients need liquidity, there are options

By Curtis Davis |June 11, 2020

4 min read

Tax Strategies

How medical symptom checkers can shine a light on robo-advice

The limits of expert systems

By Doug Carroll |June 9, 2020

4 min read

Tax Strategies

Deducting home office expenses during the pandemic

The rules are restrictive and deductions require the employer’s support

By Frank Di Pietro |June 2, 2020

2 min read

Estate Planning

When does an enduring power of attorney become active?

Knowing the answer will help you and your client prepare for incapacity

By Tim Brisibe |May 8, 2020

3 min read

Tax News

Long-term care and the principal residence exemption

Can your client claim the PRE after moving to assisted living?

By Wilmot George |May 5, 2020

4 min read

Tax News

A perfect storm is brewing for non-compliant U.S. taxpayers abroad

Subtle changes mean clients may want to act soon

By Max Reed |May 4, 2020

4 min read

Tax News

Prescribed rate scheduled to drop for Q3

The lower rate creates opportunities for income splitting

By Jamie Golombek |May 1, 2020

4 min read

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