Curtis Davis , FMA, CIM, RRC, CFP, is senior consultant, Tax, Retirement & Estate Planning Services, Retail Markets at Manulife.
Curtis Davis , FMA, CIM, RRC, CFP, is senior consultant, Tax, Retirement & Estate Planning Services, Retail Markets at Manulife.
Identifying clients’ goals will clarify the choice
Interest income versus the dividend tax credit
Why the measure affecting divorced clients could have a broad impact
An updated look at how clients could be putting refund money to work year-round
The savings account's first decade saw tremendous success, as well as trials and rule changes. What's next?
A breakdown of options for capital property
Giving clients options with capital property
A tax tale of two benefits at death
Comparing tax options for foreign dividend-paying stocks
Strategies to address the new rules in 2019
A court decision in Nova Scotia has implications for estate planning
Consider these factors before establishing a Henson trust
The tax implications depend on how severance is characterized
Find out if they're right for your client
Identifying clients’ goals will clarify the choice
Interest income versus the dividend tax credit
Why the measure affecting divorced clients could have a broad impact
An updated look at how clients could be putting refund money to work year-round
What clients need to know about reporting transactions
Help your client’s family by understanding the tax rules
Overcontributions can result in more than a simple penalty tax
There are some situations where a tax-deferred transfer might not be the best option
Help clients screen out governance concerns
Avoid mistakes by knowing the warning signs
Chasing fallen angels may not be worth the risk
Find out when dividend reinvestment plans have merit
Tips to avoid cross-border complications
The story behind global intangible low-taxed income
Canadian residents who aren’t U.S. citizens may be surprised to know that U.S. estate tax can apply to them
Renouncing is a personal decision with a number of pros and cons
What gets measured, gets attention
The answer is different for the truly wealthy versus everyone else
Will investment management fundamentally change?
Deck chairs on the Titanic, Part 2
Years of organization can precede a sale process—and it’s worth the effort
A case study of a complex process
Every transaction presents unique challenges
When clients sell their businesses, they’re usually unlocking wealth – which benefits their advisors.
New rules in the 2019 federal budget crack down on commuted value transfers
The top court said Henson trusts shouldn’t interfere with subsidized housing eligibility
Breaking down gross negligence versus an honest mistake
New rules mean taking steps before Dec. 31
Be clear about what you stand for, so clients won’t fall for what you don’t
There's a shadow side to likability
Initial industry reaction to the SRO's discussion paper
Find out who advises these advisors
A strategy for business-owner clients to mitigate double taxation at death
What advisors should know
An expert explains the tax consequences—and how to avoid them
Settling different types of property
Dividing assets and navigating tax credits
Department of Finance expects to gain $350 million by 2024 from proposals
This delay represents a win for industry associations
Agency also delays implementing registered fee position
Compared to what’s happening in Australia, CSA’s June missives are meek
Rather than courting only HNW clients, advisors should look for ways to serve more households
There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans
Adapting process and culture to survive in the age of tech
What an unorthodox hockey strategy teaches us about investing and managing clients
Younger clients will enjoy a greater benefit from changes introduced this year
Increases to the program have been put on hold
An expert offers a sample case to help clients avoid tax pitfalls
Answer common client questions about OAS reductions
Steps to limit tax in other jurisdictions
Examining an alternative to trusts
A key consideration that’s often overlooked
Preventing estate problems when a client lives in multiple jurisdictions
Developing a plan for extracting corporate money
A legal case sounds a note of caution for advisors
Here’s what we can expect to pay under the new system
What the agency says
Some features of the RDSP are worlds apart from its RESP cousin
Implications for the principal residence exemption
Find out how income sprinkling measures apply to inherited property
These structures can achieve estate planning objectives, not just tax ones
Advisors can help separating clients by maintaining emotional distance
Tips for managing expenses, mortgages and shared accounts
Tips for working with experts when family issues interfere with finances
Ideas to help clients going through tough times
Ways to become their chosen candidate
The last two steps of the process
Consciously deciding to sustain family wealth for the long term is atypical
“Shirtsleeves to shirtsleeves in three generations” is a common adage
Examining adjusted aggregate investment income