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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.

Use the fraud triangle to root out problem investments

  • November 2, 2021 November 2, 2021
  • 12:30

How to keep clients from psyching themselves out

  • October 4, 2021 October 4, 2021
  • 17:37

Investing advice that works

  • May 11, 2021 May 11, 2021
  • 09:30

Are your clients invested too much in Canada?

  • March 12, 2021 March 12, 2021
  • 09:00

Carbon-adjusted earnings: Where accounting meets ESG to talk nonsense

  • February 5, 2021 February 3, 2021
  • 10:00

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

More columnists

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Mark Yamada

Protecting index investors from dual-class shares

How important is shareholder democracy?

  • November 26, 2021 November 26, 2021
  • 11:17

Does KYC risk assessment impede investor outcomes?

Investors cannot be solely deemed conservative, moderate or aggressive

  • November 2, 2021 November 2, 2021
  • 12:30

SPACs: Blind investing or investing blind?

Why blank cheque companies may not be right for your clients

  • October 4, 2021 October 4, 2021
  • 16:30

Bitcoin: Disruptive technology or digital Beanie Baby?

Putting cryptocurrencies in perspective

  • July 23, 2021 July 26, 2021
  • 16:12
Tax & Estate Planning

Jacqueline Power

Help your client with tax-efficient charitable giving

Use these tips to make the most of a donation tax credit

  • November 23, 2021 November 23, 2021
  • 16:18

Avoid cross-border pitfalls with TFSAs

U.S. tax rules can lead to TFSA troubles

  • July 9, 2021 July 9, 2021
  • 15:11

Severance planning: What your client should consider

Use these tips for discussions and decision-making

  • March 2, 2021 March 1, 2021
  • 14:00

What clients should know about CERB

Rules govern coordination with other benefits, repayment

  • June 18, 2020 June 18, 2020
  • 15:15
Tax & Estate Planning

Keith Masterman

Help your client plan for income when a spouse dies

A sample case illustrates the impacts for the surviving spouse

  • November 22, 2021 November 22, 2021
  • 14:11

Help your client avoid losing GRE status

Contributions and loans to a graduated rate estate can have tax consequences

  • September 7, 2021 September 7, 2021
  • 14:06

Wills and power of attorney for cross-border clients

Planning for foreign assets may require multiple documents

  • March 18, 2021 March 18, 2021
  • 14:00

Restraints to testamentary freedom when drafting a will

Help your client avoid these pitfalls

  • December 10, 2020 December 14, 2020
  • 14:00
Tax & Estate Planning

Akua Carmichael

How to avoid succession battles with the family cottage

Keeping it in the family and maintaining harmony

  • November 2, 2021 November 2, 2021
  • 12:30

Avoiding a dependant’s relief claim

A recent court case illustrates the risks that come with longer lives

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

Avoiding estate litigation

Estate planning centres on one main goal: preserving estate assets. While advisors offer planning advice and employ various strategies to reduce the tax liability of…

  • May 29, 2013 August 21, 2018
  • 05:59

Creating a circle of trust

Testamentary trusts can be a useful tool in creating an estate plan, and ensuring that spouses who remarry, children from previous marriages and disabled children…

  • May 14, 2010 June 16, 2018
  • 00:00

An unlikely confession about commuting

The loss of that loathsome ritual may be contributing to stress

  • November 2, 2021 November 2, 2021
  • 12:30

Advisors should get ahead of the ESG backlash

Regulators are asking if ESG funds are doing what they're supposed to. Clients may be asking, too.

  • October 4, 2021 October 4, 2021
  • 16:30

Choose your foes wisely

Financial services are vulnerable to populism

  • January 29, 2021 February 5, 2021
  • 09:29

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
Tax & Estate Planning

Curtis Davis

Tax-efficient drawdowns of RESPs

Help this client and her daughter maximize their savings account

  • November 2, 2021 November 2, 2021
  • 12:30

RESPs are a perfect opportunity to build relationships

Students need financial planning, too

  • October 4, 2021 October 4, 2021
  • 16:30

Home or cottage: Which should be a principal residence?

Knowing the answer can help maximize your client’s wealth

  • May 11, 2021 May 11, 2021
  • 09:30

Help clients transfer global pensions to Canada

Three steps for assessing eligibility

  • March 12, 2021 March 12, 2021
  • 09:00

Heed the warning signs of stock market frauds

Use the fraud triangle to root out problem investments

  • November 2, 2021 November 2, 2021
  • 12:30

The case for boring in a bull market of DIY geniuses

How to keep clients from psyching themselves out

  • October 4, 2021 October 4, 2021
  • 17:37

In search of buying opportunities

Investing advice that works

  • May 11, 2021 May 11, 2021
  • 09:30

Home bias isn’t all bad

Are your clients invested too much in Canada?

  • March 12, 2021 March 12, 2021
  • 09:00
Tax & Estate Planning

Jamie Golombek

A Tax Court lesson in saving receipts

Expense claims are possible without receipts, but it’s an uphill battle

  • October 4, 2021 October 4, 2021
  • 16:30

Instalment payments for clients who owe taxes

There are three options used to determine how much taxpayers need to pay each quarter

  • May 11, 2021 May 11, 2021
  • 09:30

Helping clients through a challenging tax season

Tips for the month ahead

  • March 12, 2021 March 12, 2021
  • 09:00

Claiming home office expenses under the CRA’s new rules

Which method is best for your clients?

  • February 5, 2021 February 3, 2021
  • 10:00
Tax & Estate Planning

David Truong

How to make good use of Monte Carlo projections

Projections are essential for planning but they rely on the quality of the variables used

  • August 4, 2021 August 4, 2021
  • 14:36

How DTC eligibility loss affects RDSPs

This example highlights tax and planning considerations

  • January 30, 2018 May 13, 2019
  • 14:00

Registered plans and lifetime benefit trusts

What to consider regarding the use of LBTs

  • January 9, 2018 September 12, 2018
  • 15:01

DTC eligibility for taxpayers with Type 1 diabetes

Why people living with Type 1 diabetes have been refused the Disability Tax Credit

  • December 20, 2017 September 4, 2018
  • 15:30
Tax & Estate Planning

Vivek Bansal

Potential tax implications from renting a principal residence

A change in use could result in a deemed disposition

  • July 22, 2021 July 22, 2021
  • 14:16

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

Wilmot George

Don’t let real estate add to relationship woes

Consider the tax consequences before transferring property after a separation

  • July 19, 2021 July 19, 2021
  • 14:00

RRSPs, RRIFs and withholding taxes at death

The absence of withholding taxes can create unexpected consequences if no planning is done

  • March 19, 2021 March 19, 2021
  • 14:00

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
Tax & Estate Planning

Frank Di Pietro

Unexpected tax consequences when accessing real estate equity

Interest deductibility may be at stake

  • June 18, 2021 June 18, 2021
  • 14:18

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 & Estate Planning

Rebecca Hett

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

Qualification is a gateway to additional tax savings

  • May 14, 2021 June 22, 2021
  • 15:13

How to deduct home office expenses

Here’s what your clients need to know for the 2020 tax year

  • February 4, 2021 February 4, 2021
  • 16:30

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 December 21, 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
Market Insights

Jim Otar

How sustainable is the CPP?

A panoramic view of the next 75 years

  • May 14, 2021 May 14, 2021
  • 13:58

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
Tax & Estate Planning

Tim Brisibe

Non-resident executors and posting bond

Clients may need to revise their wills if they’ve named out-of-jurisdiction executors

  • May 11, 2021 May 11, 2021
  • 12:00

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

  • October 2, 2020 July 15, 2021
  • 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

Racial justice, one year later

Editorial: Financial firms still have work to do in acknowledging their role in systemic racism

  • May 11, 2021 May 11, 2021
  • 09:30

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
Tax & Estate Planning

Doug Carroll

Can a trust avoid tax on a deceased person’s RRSP?

A trustee’s tax liability has limits, a court case suggests

  • March 23, 2021 March 23, 2021
  • 10:14

Chess and retirement planning

The decumulation game requires a dynamic strategy

  • January 22, 2021 January 22, 2021
  • 14:00

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

Taking a pass on pricey products

Clients need advisors who control costs

  • March 12, 2021 March 12, 2021
  • 09:00

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
Tax & Estate Planning

Funda Dilaver

Tax consequences when your client leaves Canada

Planning helps reduce the negative impacts

  • January 7, 2021 January 7, 2021
  • 14:00
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