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Tax & Estate Planning

Jacqueline Power

Jacqueline Power is an assistant vice-president with Mackenzie Investments. She can be reached at jpower@mackenzieinvestments.com.

U.S. tax rules can lead to TFSA troubles

  • July 9, 2021 July 9, 2021
  • 15:11

Use these tips for discussions and decision-making

  • March 2, 2021 March 1, 2021
  • 14:00

Rules govern coordination with other benefits, repayment

  • June 18, 2020 June 18, 2020
  • 15:15

The Registered Disability Savings Plan requires proper planning

  • March 3, 2020 March 5, 2020
  • 14:15

Complex families can have complex needs

  • October 16, 2019 October 16, 2019
  • 13:00

Younger clients will enjoy a greater benefit from changes introduced this year

  • March 20, 2019 June 27, 2019
  • 13:00

Increases to the program have been put on hold

  • October 1, 2018 October 1, 2018
  • 15:14

An expert offers a sample case to help clients avoid tax pitfalls

  • April 5, 2018 March 19, 2019
  • 00:00

Answer common client questions about OAS reductions

  • May 25, 2017 January 28, 2019
  • 14:00

Many people who have ties to the U.K. have decided to settle in Canada.

  • October 24, 2016 August 31, 2018
  • 09:53

More columnists

Investments

Mark Yamada

Bitcoin: Disruptive technology or digital Beanie Baby?

Putting cryptocurrencies in perspective

  • July 23, 2021 July 23, 2021
  • 16:12

Is the tech boom over?

History lessons from the Nifty Fifty

  • May 21, 2021 May 20, 2021
  • 14:00

Breakdancing and ESG investing

Judging the ESG judges

  • May 11, 2021 May 11, 2021
  • 09:30

Investors are finding gaps between perception and reality

GameStop, and the real challenge for capital markets

  • March 12, 2021 March 12, 2021
  • 09:00
Tax & Estate Planning

Vivek Bansal

Potential tax implications from renting a principal residence

A change in use could result in a deemed disposition

  • July 22, 2021 July 22, 2021
  • 14:16

How should your clients own real estate properties?

There are benefits and risks to owning property personally, through a trust or through a corporation

  • November 27, 2020 November 26, 2020
  • 10:00

Help your client wind down their private corporation

Consider these tax-efficient options

  • July 31, 2020 August 4, 2020
  • 15:00

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

Wilmot George

Don’t let real estate add to relationship woes

Consider the tax consequences before transferring property after a separation

  • July 19, 2021 July 19, 2021
  • 14:00

RRSPs, RRIFs and withholding taxes at death

The absence of withholding taxes can create unexpected consequences if no planning is done

  • March 19, 2021 March 19, 2021
  • 14:00

How to extract cash from a corporation

Consider these options to avoid unexpected tax results

  • November 20, 2020 November 24, 2020
  • 12:00

Renting to a child while living in long-term care

Find out if your client is still eligible for the PRE

  • July 22, 2020 July 22, 2020
  • 14:30
Tax & Estate Planning

Jacqueline Power

Avoid cross-border pitfalls with TFSAs

U.S. tax rules can lead to TFSA troubles

  • July 9, 2021 July 9, 2021
  • 15:11

Severance planning: What your client should consider

Use these tips for discussions and decision-making

  • March 2, 2021 March 1, 2021
  • 14:00

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
Tax & Estate Planning

Frank Di Pietro

Unexpected tax consequences when accessing real estate equity

Interest deductibility may be at stake

  • June 18, 2021 June 18, 2021
  • 14:18

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 & Estate Planning

Rebecca Hett

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

Qualification is a gateway to additional tax savings

  • May 14, 2021 June 22, 2021
  • 15:13

How to deduct home office expenses

Here’s what your clients need to know for the 2020 tax year

  • February 4, 2021 February 4, 2021
  • 16:30

Transferring a 401(k) or IRA to Canada

Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans

  • November 26, 2020 December 21, 2020
  • 14:04

Potential tax implications of the U.S. election

The impact of tax policy extends north of the border

  • October 30, 2020 October 30, 2020
  • 08:32
Market Insights

Jim Otar

How sustainable is the CPP?

A panoramic view of the next 75 years

  • May 14, 2021 May 14, 2021
  • 13:58

How asset allocation impacts portfolio recovery

Don’t underestimate the behavioural element

  • July 16, 2020 August 13, 2020
  • 13:15

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
Tax & Estate Planning

Tim Brisibe

Non-resident executors and posting bond

Clients may need to revise their wills if they’ve named out-of-jurisdiction executors

  • May 11, 2021 May 11, 2021
  • 12:00

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

  • October 2, 2020 July 15, 2021
  • 09:00

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
Tax & Estate Planning

Curtis Davis

Home or cottage: Which should be a principal residence?

Knowing the answer can help maximize your client’s wealth

  • May 11, 2021 May 11, 2021
  • 09:30

Help clients transfer global pensions to Canada

Three steps for assessing eligibility

  • March 12, 2021 March 12, 2021
  • 09:00

Proactive tax planning for 2021

Take these steps to help clients manage tax on pandemic benefits

  • February 5, 2021 February 2, 2021
  • 10:00

Tax planning in a unique year

CERB, combined with lower deductions, is a recipe for potential tax owing

  • October 30, 2020 November 3, 2020
  • 09:00
Tax & Estate Planning

Jamie Golombek

Instalment payments for clients who owe taxes

There are three options used to determine how much taxpayers need to pay each quarter

  • May 11, 2021 May 11, 2021
  • 09:30

Helping clients through a challenging tax season

Tips for the month ahead

  • March 12, 2021 March 12, 2021
  • 09:00

Claiming home office expenses under the CRA’s new rules

Which method is best for your clients?

  • February 5, 2021 February 3, 2021
  • 10:00

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

Racial justice, one year later

Editorial: Financial firms still have work to do in acknowledging their role in systemic racism

  • May 11, 2021 May 11, 2021
  • 09:30

What financial firms are doing to fight systemic racism

Advisor's Edge asked 20 banks, asset managers, insurers and advisory firms how they are addressing anti-Black racism

  • July 16, 2020 July 17, 2020
  • 10:23

What cheap investing means for Canada

The regulatory regime has not caught up to investors’ needs

  • March 25, 2020 April 13, 2020
  • 16:50

Now’s the time to demonstrate your value

As markets wobble, you'll be called upon to offer comfort and perspective — and that's a great thing

  • March 13, 2020 March 13, 2020
  • 15:36

In search of buying opportunities

Investing advice that works

  • May 11, 2021 May 11, 2021
  • 09:30

Home bias isn’t all bad

Are your clients invested too much in Canada?

  • March 12, 2021 March 12, 2021
  • 09:00

Welcome to the new investor wasteland

Carbon-adjusted earnings: Where accounting meets ESG to talk nonsense

  • February 5, 2021 February 3, 2021
  • 10:00

For investors, cash flows only tell half the story

Don’t fall prey to cash-is-king platitudes

  • October 30, 2020 November 3, 2020
  • 09:00
Tax & Estate Planning

Doug Carroll

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

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

  • March 23, 2021 March 23, 2021
  • 10:14

Chess and retirement planning

The decumulation game requires a dynamic strategy

  • January 22, 2021 January 22, 2021
  • 14:00

Budgeting for 2021 CPP changes — and beyond

Will the pandemic lead to higher future premiums?

  • November 13, 2020 November 13, 2020
  • 11:53

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
Tax & Estate Planning

Keith Masterman

Wills and power of attorney for cross-border clients

Planning for foreign assets may require multiple documents

  • March 18, 2021 March 18, 2021
  • 14:00

Restraints to testamentary freedom when drafting a will

Help your client avoid these pitfalls

  • December 10, 2020 December 14, 2020
  • 14:00

When naming minor beneficiaries causes major complications

A lack of planning can impede your client’s wishes

  • August 7, 2020 July 31, 2020
  • 16:00

Help your client plan for a spendthrift beneficiary

Use these tips to protect an inheritance

  • April 21, 2020 April 20, 2020
  • 15:00

Taking a pass on pricey products

Clients need advisors who control costs

  • March 12, 2021 March 12, 2021
  • 09:00

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

Choose your foes wisely

Financial services are vulnerable to populism

  • January 29, 2021 February 5, 2021
  • 09:29

What a K-shaped recovery means for your book

Demand for advice may be greater than ever, but your book doesn’t grow based on need

  • October 28, 2020 November 3, 2020
  • 09:59

The meaning of trust is changing

Competence is no longer enough

  • February 7, 2020 May 12, 2020
  • 09:30

Being an advisor in 2030

Reluctant predictions for the decade ahead

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

Funda Dilaver

Tax consequences when your client leaves Canada

Planning helps reduce the negative impacts

  • January 7, 2021 January 7, 2021
  • 14:00
Tax & Estate Planning

Lea Koiv

CRA issues newsletter for registered pension plan contracts

The additional guidance reduces the risk of purchasing a non-compliant annuity

  • August 4, 2020 July 31, 2020
  • 06:00

Understanding maximum transfer value rules

What clients need to know when commuting a DB pension

  • December 15, 2017 September 9, 2018
  • 12:03

Should clients take CPP’s post-retirement benefit before age 65?

Clients must answer this question if they’re still working at age 60

  • October 20, 2017 January 16, 2019
  • 00:00

Shedding light on the CPP survivor benefit

Explaining a poorly understood mechanism

  • September 22, 2017 September 4, 2018
  • 00:30
My Practice

Rick Goossen

Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

  • July 30, 2020 July 29, 2020
  • 14:30
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