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Al and Mark Rosen

Al and Mark Rosen run Accountability Research Corp., providing independent equity research to investment advisors across Canada. Dr. Al Rosen is FCA, FCMA, FCPA, CFE, CIP, and Mark Rosen is MBA, CFA, CFE.

Don’t fall prey to cash-is-king platitudes

  • October 30, 2020 November 3, 2020
  • 09:00

Accounting chicanery to watch for ahead of earnings season

  • April 23, 2020 May 12, 2020
  • 13:24

Take the money and run

  • March 27, 2020 April 13, 2020
  • 09:30

Examining policy options in a heated primary season

  • February 7, 2020 February 6, 2020
  • 09:30

Lack of regulations means anything goes

  • November 29, 2019 November 27, 2019
  • 12:00

Why advisors should use their intuition

  • October 25, 2019 October 25, 2019
  • 13:00

Help clients screen out governance concerns

  • July 2, 2019 July 2, 2019
  • 14:30

Avoid mistakes by knowing the warning signs

  • May 24, 2019 June 11, 2019
  • 09:00

Chasing fallen angels may not be worth the risk

  • March 22, 2019 March 21, 2019
  • 15:00

Find out when dividend reinvestment plans have merit

  • March 11, 2019 March 11, 2019
  • 15:00

More columnists

Tax & Estate Planning

Vivek Bansal

How should your clients own real estate properties?

There are benefits and risks to owning property personally, through a trust or through a corporation

  • November 27, 2020 November 26, 2020
  • 10:00

Help your client wind down their private corporation

Consider these tax-efficient options

  • July 31, 2020 August 4, 2020
  • 15:00

TOSI exceptions for your business-owner client

Find out what the CRA says about investment income and selling a business

  • March 31, 2020 March 30, 2020
  • 14:30
Tax & Estate Planning

Rebecca Hett

Transferring a 401(k) or IRA to Canada

Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans

  • November 26, 2020 November 26, 2020
  • 14:04

Potential tax implications of the U.S. election

The impact of tax policy extends north of the border

  • October 30, 2020 October 30, 2020
  • 08:32

Help for the social-cause sector during Covid-19

These organizations’ structures dictate CRA compliance and pandemic support

  • June 12, 2020 June 12, 2020
  • 15:00

Help your farmer clients maintain their tax advantages, Part 3

Be aware of the rules and considerations for a tax-deferred property transfer

  • February 6, 2020 February 6, 2020
  • 16:25
Tax & Estate Planning

Wilmot George

How to extract cash from a corporation

Consider these options to avoid unexpected tax results

  • November 20, 2020 November 24, 2020
  • 12:00

Renting to a child while living in long-term care

Find out if your client is still eligible for the PRE

  • July 22, 2020 July 22, 2020
  • 14:30

Long-term care and the principal residence exemption

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

  • May 5, 2020 May 12, 2020
  • 15:00

Can a surviving spouse split her income with her deceased spouse?

More on pension income splitting for the year of death

  • November 15, 2019 November 13, 2019
  • 16:00
Tax & Estate Planning

Doug Carroll

Budgeting for 2021 CPP changes — and beyond

Will the pandemic lead to higher future premiums?

  • November 13, 2020 November 13, 2020
  • 11:53

A tax strategy about nothing

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

  • July 2, 2020 July 8, 2020
  • 14:30

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

The limits of expert systems

  • June 9, 2020 June 2, 2020
  • 14:30

Emergency fund advice in a time of crisis

Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know

  • April 1, 2020 April 1, 2020
  • 14:30
Tax & Estate Planning

Curtis Davis

Tax planning in a unique year

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

  • October 30, 2020 November 3, 2020
  • 09:00

How to unlock a life income fund

If clients need liquidity, there are options

  • June 11, 2020 June 5, 2020
  • 12:00

Tax treatment of federal Covid-19 measures

RRIFs, CERB and working from home have tax implications

  • April 14, 2020 April 15, 2020
  • 13:37

Help clients calculate RRSP limits

Breaking down pension adjustments and other challenges

  • February 20, 2020 February 24, 2020
  • 11:03
Investments

Mark Yamada

The precariousness of low interest rates: Part 2

Why own bonds? It’s about the sign change

  • October 30, 2020 November 3, 2020
  • 09:00

Modern monetary theory and pandemic debt

Will MMT unlock economic potential or lead to global meltdown?

  • August 14, 2020 August 14, 2020
  • 14:30

The legacy of pandemic debt

Will massive government spending and central bank easing lead to inflation, deflation or both?

  • June 12, 2020 June 22, 2020
  • 09:00

Owning Canadian banks in 2020

How Covid-19 may affect loans, earnings and dividends

  • April 20, 2020 April 20, 2020
  • 12:17

For investors, cash flows only tell half the story

Don’t fall prey to cash-is-king platitudes

  • October 30, 2020 November 3, 2020
  • 09:00

Fraud doesn’t take a holiday

Accounting chicanery to watch for ahead of earnings season

  • April 23, 2020 May 12, 2020
  • 13:24

Navigating cash takeover offers for shares

Take the money and run

  • March 27, 2020 April 13, 2020
  • 09:30

Could a ban on share buybacks really happen?

Examining policy options in a heated primary season

  • February 7, 2020 February 6, 2020
  • 09:30

What a K-shaped recovery means for your book

Demand for advice may be greater than ever, but your book doesn’t grow based on need

  • October 28, 2020 November 3, 2020
  • 09:59

The meaning of trust is changing

Competence is no longer enough

  • February 7, 2020 May 12, 2020
  • 09:30

Being an advisor in 2030

Reluctant predictions for the decade ahead

  • November 29, 2019 November 27, 2019
  • 12:00

Ignore climate risk at your peril

Advisors have every reason to boost sustainable investing knowledge

  • September 20, 2019 September 26, 2019
  • 15:00
Tax & Estate Planning

Tim Brisibe

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

  • October 2, 2020 September 30, 2020
  • 09:00

When does an enduring power of attorney become active?

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

  • May 8, 2020 May 12, 2020
  • 15:00

Using the principal residence exemption when transitioning to retirement living

Know the tax implications when moving into care

  • July 26, 2018 September 10, 2018
  • 00:00

The perils of will kits in estate planning

A will kit might be free or inexpensive, but it might not be valid

  • February 9, 2018 September 4, 2018
  • 13:00
Tax & Estate Planning

Keith Masterman

When naming minor beneficiaries causes major complications

A lack of planning can impede your client’s wishes

  • August 7, 2020 July 31, 2020
  • 16:00

Help your client plan for a spendthrift beneficiary

Use these tips to protect an inheritance

  • April 21, 2020 April 20, 2020
  • 15:00

Time-sharing versus fractional ownership

Help your client choose a vacation property with these tips

  • December 18, 2019 December 17, 2019
  • 14:00

Can your client disinherit a child?

A court decision in Nova Scotia has implications for estate planning

  • August 19, 2019 August 19, 2019
  • 14:50
Tax & Estate Planning

Lea Koiv

CRA issues newsletter for registered pension plan contracts

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

  • August 4, 2020 July 31, 2020
  • 06:00

Understanding maximum transfer value rules

What clients need to know when commuting a DB pension

  • December 15, 2017 September 9, 2018
  • 12:03

Should clients take CPP’s post-retirement benefit before age 65?

Clients must answer this question if they’re still working at age 60

  • October 20, 2017 January 16, 2019
  • 00:00

Shedding light on the CPP survivor benefit

Explaining a poorly understood mechanism

  • September 22, 2017 September 4, 2018
  • 00:30
My Practice

Rick Goossen

Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

  • July 30, 2020 July 29, 2020
  • 14:30
Market Insights

Jim Otar

How asset allocation impacts portfolio recovery

Don’t underestimate the behavioural element

  • July 16, 2020 August 13, 2020
  • 13:15

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

Using historical returns to forecast a recovery

  • June 12, 2020 June 22, 2020
  • 09:00

ALDAs: to buy or not to buy

A breakdown of who benefits from the federal government’s proposed annuity

  • February 7, 2020 May 12, 2020
  • 09:30

Prioritize expenses in drawdown calculations

The famous 4% rule won’t work for many clients

  • May 16, 2014 September 8, 2018
  • 00:10

What financial firms are doing to fight systemic racism

Advisor's Edge asked 20 banks, asset managers, insurers and advisory firms how they are addressing anti-Black racism

  • July 16, 2020 July 17, 2020
  • 10:23

What cheap investing means for Canada

The regulatory regime has not caught up to investors’ needs

  • March 25, 2020 April 13, 2020
  • 16:50

Now’s the time to demonstrate your value

As markets wobble, you'll be called upon to offer comfort and perspective — and that's a great thing

  • March 13, 2020 March 13, 2020
  • 15:36

Budget 2019 could mean more tax payable for fundholders

Department of Finance expects to gain $350 million by 2024 from proposals

  • April 2, 2019 April 2, 2019
  • 09:00
Insurance

Kevin Wark

Understanding rebating rules for insurance

Advisors in breach of provincial regulations could face sanctions

  • June 26, 2020 June 26, 2020
  • 15:00

How the CRA takes the life out of life interest trusts

If your business-owner client uses these trusts, special planning is required

  • October 25, 2019 October 25, 2019
  • 13:00

Immediate leveraged insurance: Tips and traps

Watch out for these issues

  • September 12, 2018 September 12, 2018
  • 15:14

Why clients should play it straight with the collateral insurance deduction

A recent Tax Court case debunked a common misconception

  • June 28, 2018 September 7, 2018
  • 00:00
Tax & Estate Planning

Jacqueline Power

What clients should know about CERB

Rules govern coordination with other benefits, repayment

  • June 18, 2020 June 18, 2020
  • 15:15

Common RDSP misconceptions

The Registered Disability Savings Plan requires proper planning

  • March 3, 2020 March 5, 2020
  • 14:15

Planning for blended families using trusts

Complex families can have complex needs

  • October 16, 2019 October 16, 2019
  • 13:00

CPP enhancements: what to tell clients

Younger clients will enjoy a greater benefit from changes introduced this year

  • March 20, 2019 June 27, 2019
  • 13:00

A post-pandemic upgrade for advice

Getting intentional about putting clients first

  • June 12, 2020 June 22, 2020
  • 09:00

Finding the courage to be a leader

Industry research can make advisors feel vulnerable. Use that feeling as a call to action.

  • October 25, 2019 October 25, 2019
  • 13:00

Rethink your value proposition

Be clear about what you stand for, so clients won’t fall for what you don’t

  • May 24, 2019 June 11, 2019
  • 09:00

Clients like you, they really like you—and that’s a problem

There's a shadow side to likability

  • May 11, 2018 September 7, 2018
  • 00:00
Tax & Estate Planning

Jamie Golombek

Court case shows how much can go wrong with T5008 slip

A taxpayer was told he owed $4.1 million in taxes

  • June 12, 2020 June 22, 2020
  • 09:00

Prescribed rate scheduled to drop for Q3

The lower rate creates opportunities for income splitting

  • May 1, 2020 May 12, 2020
  • 11:54

Part-time advisor’s business income doesn’t justify ‘staggering’ expenses

A Tax Court case shows what can happen to unsupported claims

  • March 27, 2020 April 13, 2020
  • 09:30

Testing of T1135 penalties continues

The latest court case highlights the importance of filing on time

  • February 7, 2020 February 19, 2020
  • 09:30
Tax & Estate Planning

Charmaine Ko

What U.S. citizens should know before purchasing Canadian life insurance

These steps can prevent tax surprises

  • June 4, 2020 June 2, 2020
  • 14:00

The perils of owning U.S. life insurance

These tax-advantaged savings vehicles can result in a tremendous tax headache

  • May 29, 2020 June 4, 2020
  • 15:51
Tax & Estate Planning

Frank Di Pietro

Deducting home office expenses during the pandemic

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

  • June 2, 2020 June 1, 2020
  • 13:00

Sidestepping superficial loss rules

The process of selling losing investments is fairly straightforward

  • April 16, 2020 April 16, 2020
  • 11:00

Second-generation income and TOSI

Find out when your client’s investment income could be subject to the tax on split income

  • February 7, 2020 March 30, 2020
  • 13:30

Tax changes looming for employees receiving stock options

Help clients navigate the new rules

  • September 20, 2019 September 20, 2019
  • 15:00