Curtis Davis, FCSI, CFP, TEP, director for tax, retirement and estate planning services, retail markets at Manulife Investment Management
Curtis Davis, FCSI, CFP, TEP, director for tax, retirement and estate planning services, retail markets at Manulife Investment Management
Indexing helps your clients’ after-tax income keep pace
Help clients turn investment losses into a tax win
Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies
Make sure clients don’t run afoul of the attribution rules
Now is the time to review plans jolted by the pandemic
Help this client and her daughter maximize their savings account
Students need financial planning, too
Knowing the answer can help maximize your client’s wealth
Three steps for assessing eligibility
Take these steps to help clients manage tax on pandemic benefits
A case study explains the challenges
Addressing estate planning’s ignored middle child
Keeping it in the family and maintaining harmony
A recent court case illustrates the risks that come with longer lives
The traditional idea is increasingly outdated
What I learned from taking four firms’ personality or behavioural assessments
Building trust remotely is still a challenge
The loss of that loathsome ritual may be contributing to stress
Some good news — but mostly bad
Widespread awareness has not translated into widespread impact
New risks and rewards from Canada’s second-largest sector
Things are about to get (more) complicated for investors
Federal Court case is the latest reminder of the costs
A Tax Court case offers a warning about missing corporate returns
A lack of understanding about spousal RRSP limits was no excuse
After starting a side business selling insurance, an advisor went too far in claiming expenses
Indexing helps your clients’ after-tax income keep pace
Help clients turn investment losses into a tax win
Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies
Make sure clients don’t run afoul of the attribution rules
Better to focus on whether a company is evolving or stagnating
A sample scenario illustrates the savings
Help your client claim these non-refundable tax credits
A sample case illustrates the impacts for the surviving spouse
Contributions and loans to a graduated rate estate can have tax consequences
Business owners planning for succession must meet certain criteria
For the best tax treatment, distinguish between current and capital expenses
A client scenario with a family cottage shows the importance of planning
A change in use could result in a deemed disposition
A client scenario illustrates whether withholding taxes apply
Tax rules offer flexibility when a client has both a spouse and a common-law partner
Completing the T1’s marital status isn’t always straightforward
Consider the tax consequences before transferring property after a separation
Help your client benefit from these important tools
These initiatives can help clients enter the housing market
Use these tips to make the most of a donation tax credit
U.S. tax rules can lead to TFSA troubles
The higher the inflation rate, the bigger the benefit of waiting
The additional guidance reduces the risk of purchasing a non-compliant annuity
What clients need to know when commuting a DB pension
Clients must answer this question if they’re still working at age 60
Creating value by shrinking
Claims of novel technology are at the centre of many collapses
When does accounting become important?
Use the fraud triangle to root out problem investments
The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge
Editorial: Financial firms still have work to do in acknowledging their role in systemic racism
Advisor's Edge asked 20 banks, asset managers, insurers and advisory firms how they are addressing anti-Black racism
The regulatory regime has not caught up to investors’ needs
Help business-owner clients manage foreign dividend investments
It’s time to stress-test client portfolios
Don’t underestimate the behavioural element
Using historical returns to forecast a recovery
Factors to consider when setting aside funds for minors
Qualification is a gateway to additional tax savings
Here’s what your clients need to know for the 2020 tax year
Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans
Projections are essential for planning but they rely on the quality of the variables used
This example highlights tax and planning considerations
What to consider regarding the use of LBTs
Why people living with Type 1 diabetes have been refused the Disability Tax Credit
Interest deductibility may be at stake
The rules are restrictive and deductions require the employer’s support
The process of selling losing investments is fairly straightforward
Find out when your client’s investment income could be subject to the tax on split income
Clients may need to revise their wills if they’ve named out-of-jurisdiction executors
Help your client avoid these estate planning pitfalls
Knowing the answer will help you and your client prepare for incapacity
Know the tax implications when moving into care
A trustee’s tax liability has limits, a court case suggests
The decumulation game requires a dynamic strategy
Will the pandemic lead to higher future premiums?
What Seinfeld can teach us about the value of staying the course