Columnists

Mark Rosen

Investments

Modern table boardroom

Handling corporate proxy fights

When activist investors and boards go to battle, focus on your clients’ interests

March 14, 2024

3 min read

Advisors should be wary of conflicts when reviewing stock ratings

There may be more behind analysts’ recommendations

December 15, 2023

3 min read

Some energy firms are quietly separating their ESG businesses

Investors should still stick with transition-focused investments

September 15, 2023

3 min read

Beware the Canadian corporate champion

It’s tough to take patriotism to the bank

June 20, 2023

3 min read

Curtis Davis

Tax & Estate

Canadian and American flags in the mountains

Inheriting U.S. individual retirement accounts

Make sure cross-border clients know the rules and avoid a tax surprise

December 5, 2023

4 min read

The cost of TFSA contributions for non-residents

Case study explains the consequences

September 27, 2023

3 min read

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

March 31, 2023

3 min read

Inflation will affect tax brackets

Indexing helps your clients’ after-tax income keep pace

November 7, 2022

3 min read

Wilmot George

Tax & Estate

Decorative pattern

FHSAs and the role of spouses

Help clients get the maximum benefit from these accounts

October 10, 2023

6 min read

Tax-loss selling: Superficial loss and identical property rules

Help clients realize a capital loss while maintaining market exposure

April 26, 2023

5 min read

Selling real estate? The CRA is (still) watching

Transactions, including property flipping, require proper tax reporting

January 6, 2023

4 min read

What happens to non-residents’ RRSPs and RRIFs when they die?

A client scenario illustrates whether withholding taxes apply

August 15, 2022

4 min read

Jamie Golombek

Tax & Estate

Tax Court case shows consequences of missing — or ignoring — CRA mail

The case involved a mail carrier who claimed he never received notices of reassessment

October 31, 2023

3 min read

Advisor learns the hard way that TFSAs are not for frequent trading

A Tax Court case led to a hefty tax bill

March 31, 2023

3 min read

TFSA overcontributions still a problem

Federal Court case is the latest reminder of the costs

November 7, 2022

4 min read

Kevin Wark

Insurance

Income splitting revisited

Options to address attribution rules include planning with life insurance

April 15, 2024

4 min read

AMT and life insurance planning

Understand the alternative minimum tax’s impact

October 18, 2023

4 min read

Corporate-owned life insurance as a charitable gift

Avoid bloopers when designating a charity as policy beneficiary

June 2, 2023

5 min read

Doug Carroll

Tax & Estate

Shuttle strategies to boost tax-sheltered plans

TFSAs can be used to route funds into home, education and retirement savings plans to increase benefits

April 9, 2024

4 min read

What to know before commuting a pension

The rules are complex, and so is your decision

November 27, 2023

5 min read

What you need to consider before downsizing in retirement

There’s a lot more to think about than projected savings

October 10, 2023

3 min read

Aravind Sithamparapillai

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Ben Felix

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Understanding the role of bonds in retirement portfolios

February 5, 2024|4 min read

Coreen Sol

Finding your volatility sweet spot

March 7, 2024|4 min read

Unravelling confirmation bias

December 15, 2023|2 min read

Sam Sivarajan

Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

February 15, 2024|3 min read

Understanding clients means helping them feel in control

December 20, 2023|3 min read

Matt Trotta

Tax & Estate

Defining trusts for tax reporting and compliance

February 8, 2024|5 min read

RRSPs and estate administration

November 15, 2023|6 min read

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Mark Yamada

Investments

The real costs of covered-call strategies

April 5, 2023|3 min read

Inflation and the 60/40 portfolio

November 7, 2022|3 min read

Jon Hreljac

Tax & Estate

Buyer beware: Foreign income in a corporation

January 28, 2022|3 min read

Rebecca Hett

Tax & Estate

In-trust-for accounts and taxation

December 9, 2021|5 min read

What the disability tax credit means for eligible Canadians and their families

May 14, 2021|5 min read

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