Doug Carroll

Tax & Estate

Doug Carroll, JD, LLM (Tax), CFP, TEP, is a tax and estate consultant in Toronto.

Tax Strategies

Shuttle strategies to boost tax-sheltered plans

TFSAs can be used to route funds into home, education and retirement savings plans to increase benefits

By Doug Carroll |April 9, 2024

4 min read

Financial Planning

What to know before commuting a pension

The rules are complex, and so is your decision

By Doug Carroll |November 27, 2023

5 min read

Financial Planning

What you need to consider before downsizing in retirement

There’s a lot more to think about than projected savings

By Doug Carroll |October 10, 2023

3 min read

Estate Planning

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

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

By Doug Carroll |March 23, 2021

4 min read

Estate Planning

Chess and retirement planning

The decumulation game requires a dynamic strategy

By Doug Carroll |January 22, 2021

3 min read

Tax News

Budgeting for 2021 CPP changes — and beyond

Will the pandemic lead to higher future premiums?

By Doug Carroll |November 13, 2020

3 min read

Tax Strategies

A tax strategy about nothing

What Seinfeld can teach us about the value of staying the course

By Doug Carroll |July 2, 2020

3 min read

Tax Strategies

How medical symptom checkers can shine a light on robo-advice

The limits of expert systems

By Doug Carroll |June 9, 2020

4 min read

Planning and Advice

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

By Doug Carroll |April 1, 2020

4 min read

More Columnists

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Matt Trotta

Tax & Estate

Defining trusts for tax reporting and compliance

February 8, 2024|5 min read

RRSPs and estate administration

November 15, 2023|6 min read

Jon Hreljac

Tax & Estate

Buyer beware: Foreign income in a corporation

January 28, 2022|3 min read

Funda Dilaver

Tax & Estate

Tax consequences when your client leaves Canada

January 7, 2021|6 min read

Charmaine Ko

Tax & Estate

What U.S. citizens should know before purchasing Canadian life insurance

June 4, 2020|3 min read

The perils of owning U.S. life insurance

May 29, 2020|3 min read

Rebecca Hett

Tax & Estate

In-trust-for accounts and taxation

December 9, 2021|5 min read

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

May 14, 2021|5 min read