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Tax & Estate Planning

David Truong

David Truong, Pl.fin, CFP, CIWM, M.Fisc, works as a senior consultant, expertise centre, at National Bank Private Banking 1859. He also teaches at McGill University.

This example highlights tax and planning considerations

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

What to consider regarding the use of LBTs

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

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

  • December 20, 2017 September 4, 2018
  • 15:30

Here's why 2018 is an important year

  • December 4, 2017 May 14, 2019
  • 11:30

What to think about when a newborn has a disability

  • November 28, 2017 September 4, 2018
  • 15:00

The Income Tax Act includes a number of financial planning tools for disabled individuals

  • October 10, 2017 September 4, 2018
  • 12:01

Understand the DTC and how to use it

  • October 5, 2017 September 5, 2018
  • 14:00

More columnists

Tax & Estate Planning

Doug Carroll

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

Disputing when critical illness insurance is payable

Former cabinet minister John Manley lost a case contesting a policy's "triggering event"

  • January 28, 2020 January 28, 2020
  • 16:16
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
Tax & Estate Planning

Rebecca Hett

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

Help your farmer clients maintain their tax advantages, Part 2

Find out the criteria for determining qualified farm property

  • January 31, 2020 February 6, 2020
  • 14:00

Help your farmer clients maintain their tax advantages, Part 1

Avoid these pitfalls to access the lifetime capital gains exemption

  • January 30, 2020 January 30, 2020
  • 12:00
Investments

Mark Yamada

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

From passive investors to active shareholders

ETF growth is building proxy power for passive managers

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

The precariousness of low interest rates: Part 1

Rates have fallen and can’t get up

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

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
Market Insights

Jim Otar

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

Pitching disability coverage

Picture this: You have a client – 10 years away from retirement – who comes to you for retirement advice. You spend several hours, maybe…

  • June 8, 2010 August 14, 2018
  • 10:11
Tax & Estate Planning

Curtis Davis

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

Sprinkle the income, but beware the tax

A TOSI case study

  • February 7, 2020 February 6, 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

Your part in Canada’s plan to boost financial literacy

Inadequate financial literacy can lead to a lack of financial confidence

  • July 13, 2018 September 10, 2018
  • 00:00

Explaining how RI and smart beta come together

Demand is rising for both ESG analysis and smart beta strategies

  • June 12, 2018 September 10, 2018
  • 00:00

What it really means to put clients first

Insights from advisors and investors on how to best serve your book

  • May 11, 2018 May 13, 2019
  • 00:00

A tale of two REITs

There’s still room for wins in the dynamic real estate sector, even as interest rates rise

  • April 13, 2018 September 10, 2018
  • 00:00
Tax & Estate Planning

Tim Brisibe

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

What happens when parents and adult children are joint tenants?

A look at the pros and cons

  • July 18, 2017 September 10, 2018
  • 12:00
Tax & Estate Planning

Jim Witty

How small businesses without employees get shut out of benefits

More support is needed to cope with the pandemic

  • May 7, 2020 May 12, 2020
  • 14:50

How passive income is calculated for CCPCs

Examining adjusted aggregate investment income

  • October 12, 2018 October 12, 2018
  • 13:39
Tax & Estate Planning

Wilmot George

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 and estate concerns at different life stages

Tips for serving clients of all ages

  • October 25, 2019 October 28, 2019
  • 13:00

Selling real estate? The CRA is watching

What clients need to know about reporting transactions

  • July 18, 2019 July 17, 2019
  • 15:00
Tax & Estate Planning

Max Reed

A perfect storm is brewing for non-compliant U.S. taxpayers abroad

Subtle changes mean clients may want to act soon

  • May 4, 2020 May 12, 2020
  • 14:23

Tax issues when Canadians have U.S. executors

Tips to avoid cross-border complications

  • June 13, 2019 June 13, 2019
  • 16:00

Pleading not GILTI: tax deferral strategies for Canadian-resident U.S. citizens

The story behind global intangible low-taxed income

  • February 23, 2018 September 7, 2018
  • 11:56

4 structures to protect Canadians from the U.S. estate tax—updated

Canadian residents who aren’t U.S. citizens may be surprised to know that U.S. estate tax can apply to them

  • February 20, 2018 September 4, 2018
  • 11:52

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

Reverse factoring is the latest accounting pitfall

Lack of regulations means anything goes

  • November 29, 2019 November 27, 2019
  • 12:00
Tax & Estate Planning

Keith Masterman

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

Estate planning and the disabled beneficiary

Consider these factors before establishing a Henson trust

  • May 10, 2019 May 7, 2019
  • 14:00
Tax & Estate Planning

Vivek Bansal

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

Margaret O’Sullivan

New trust reporting and disclosure rules are coming

The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information

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

How the global privacy debate is playing out in Canada

Legislation affects disclosures on trusts, real estate and corporations

  • September 16, 2019 September 13, 2019
  • 13:30

Multiple taxation on death: the taxpayer’s nightmare

Steps to limit tax in other jurisdictions

  • February 25, 2019 March 27, 2019
  • 00:00

Mutual wills: proceed with caution

Examining an alternative to trusts

  • November 28, 2018 December 4, 2018
  • 09:00