Doug Carroll, JD, LLM (Tax), CFP, TEP, is a tax and estate consultant in Toronto.
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
The limits of expert systems
Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know
Former cabinet minister John Manley lost a case contesting a policy's "triggering event"
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