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Tax & Estate Planning

Margaret O’Sullivan

Margaret O’Sullivan is founder of O’Sullivan Estate Lawyers LLP.

Legislation affects disclosures on trusts, real estate and corporations

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

Steps to limit tax in other jurisdictions

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

Examining an alternative to trusts

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

A key consideration that’s often overlooked

  • September 21, 2018 September 20, 2018
  • 12:00

Preventing estate problems when a client lives in multiple jurisdictions

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

An overview of major changes impacting Canadians with U.S. connections

  • May 8, 2018 September 10, 2018
  • 00:00

How the process works

  • December 15, 2017 September 10, 2018
  • 10:25

Options for ownership

  • October 20, 2017 September 10, 2018
  • 00:10

Personal, tax and family law issues to tackle

  • September 22, 2017 September 10, 2018
  • 01:00

Generous gestures could affect your client's estate

  • June 30, 2017 September 4, 2018
  • 11:00

More columnists

Tax & Estate Planning

Wilmot George

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

Is pension income splitting available for the year of death?

Help your client’s family by understanding the tax rules

  • May 7, 2019 May 6, 2019
  • 15:00
Investments

Mark Yamada

Compounding is a double-edged sword

Breaking down various fee scenarios

  • October 30, 2019 October 30, 2019
  • 13:43

Is value investing broken?

Patience has a price

  • September 20, 2019 September 20, 2019
  • 15:00

Is corporate social responsibility just a marketing ploy?

What gets measured, gets attention

  • June 13, 2019 June 10, 2019
  • 14:00

Is modern portfolio theory right for your client?

The answer is different for the truly wealthy versus everyone else

  • May 24, 2019 June 11, 2019
  • 09:00
Tax & Estate Planning

Jamie Golombek

A life insurance policy loan or a loan against the policy?

A Tax Court case shows the difference for taxation

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

A happy ending for another Form T1135 debacle

A Tax Court judge found the CRA was overzealous in issuing a penalty for late filing

  • September 20, 2019 September 20, 2019
  • 15:00

Tax case illustrates government’s motivation in IPP change

New rules in the 2019 federal budget crack down on commuted value transfers

  • May 24, 2019 June 11, 2019
  • 09:00

Supreme Court ruling a reminder to advisors about disability planning tool

The top court said Henson trusts shouldn’t interfere with subsidized housing eligibility

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

Kevin Wark

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

Quirks and foibles with insurance policy loans

Tax consequences associated with policy loan transactions

  • May 11, 2018 September 12, 2018
  • 00:00

Interpreting short-seller reports

Why advisors should use their intuition

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

Composition of Canadian indexes leaves much to be desired

Help clients screen out governance concerns

  • July 2, 2019 July 2, 2019
  • 14:30

Better investing through fraud awareness

Avoid mistakes by knowing the warning signs

  • May 24, 2019 June 11, 2019
  • 09:00

Do accounting problems provide buying opportunities?

Chasing fallen angels may not be worth the risk

  • March 22, 2019 March 21, 2019
  • 15:00

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

Move over CRM2: MFDA proposes total cost disclosure

Initial industry reaction to the SRO's discussion paper

  • April 25, 2018 September 4, 2018
  • 00:00
Tax & Estate Planning

Curtis Davis

Revisiting salary versus dividends in light of federal tax changes

New considerations for incorporated small business owners

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

RRSP vs. TFSA: a classic apples and oranges comparison

Identifying clients’ goals will clarify the choice

  • August 12, 2019 August 22, 2019
  • 15:00

Eligible dividends and the OAS clawback

Interest income versus the dividend tax credit

  • May 24, 2019 June 11, 2019
  • 09:00

The federal budget’s other homebuyers’ plan proposal

Why the measure affecting divorced clients could have a broad impact

  • May 17, 2019 May 17, 2019
  • 14:00
Tax & Estate Planning

Jacqueline Power

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

Talk to clients about pullback of ODSP proposals

Increases to the program have been put on hold

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

Best tax options to transfer the cottage to kids

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

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

Ignore climate risk at your peril

Advisors have every reason to boost sustainable investing knowledge

  • September 20, 2019 September 26, 2019
  • 15:00

Addressing the middle-class gap in financial advice

Rather than courting only HNW clients, advisors should look for ways to serve more households

  • March 25, 2019 March 25, 2019
  • 13:51

When tech tools are too good, clients may suffer

There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans

  • February 25, 2019 March 26, 2019
  • 00:00

Facing the extinction phase

Adapting process and culture to survive in the age of tech

  • November 28, 2018 December 4, 2018
  • 09:00
Tax & Estate Planning

Frank Di Pietro

Tax changes looming for employees receiving stock options

Help clients navigate the new rules

  • September 20, 2019 September 20, 2019
  • 15:00

Help maximize RDSP carry forwards

Some features of the RDSP are worlds apart from its RESP cousin

  • February 1, 2019 February 1, 2019
  • 12:00

Tax traps when converting a home to an income property

Implications for the principal residence exemption

  • August 8, 2018 September 7, 2018
  • 00:00

What TOSI means for succession planning

Find out how income sprinkling measures apply to inherited property

  • February 22, 2018 September 10, 2018
  • 09:59
My Practice

Mark Groulx

What buyers look for when acquiring a business

Key considerations when advising business-owner clients

  • September 18, 2019 September 17, 2019
  • 14:30

Preparing a family business for sale

Years of organization can precede a sale process—and it’s worth the effort

  • June 11, 2019 June 10, 2019
  • 15:00

Managing multiple goals when selling a family business

A case study of a complex process

  • April 5, 2019 April 5, 2019
  • 13:27

Helping clients sell a business

Every transaction presents unique challenges

  • January 18, 2019 January 18, 2019
  • 15:00
Tax & Estate Planning

Margaret O’Sullivan

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

Keep estate planning documents safe

A key consideration that’s often overlooked

  • September 21, 2018 September 20, 2018
  • 12:00
Tax & Estate Planning

Keith Masterman

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 planning when your client receives severance

The tax implications depend on how severance is characterized

  • January 15, 2019 June 27, 2019
  • 16:21

Planning opportunities with alter ego and joint partner trusts

Find out if they're right for your client

  • August 1, 2018 September 7, 2018
  • 00:00
Tax & Estate Planning

Max Reed

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

Renouncing U.S. citizenship after U.S. tax reform

Renouncing is a personal decision with a number of pros and cons

  • February 20, 2018 September 4, 2018
  • 05:59
Tax & Estate Planning

Rebecca Cicco

An expedient alternative to the post-mortem pipeline

A strategy for business-owner clients to mitigate double taxation at death

  • May 9, 2019 May 10, 2019
  • 14:00

Proceed with caution when aging seniors request account changes

What advisors should know

  • November 12, 2018 November 14, 2018
  • 15:00

Holding private company shares at death could cost your client

An expert explains the tax consequences—and how to avoid them

  • May 28, 2018 September 13, 2018
  • 00:00
Tax & Estate Planning

Rebecca Hett

Tax implications of divorce, Part 2

Settling different types of property

  • April 10, 2019 April 3, 2019
  • 14:27

Tax implications of divorce, Part 1

Dividing assets and navigating tax credits

  • April 3, 2019 May 10, 2019
  • 14:25

Budget 2019 could mean more tax payable for fundholders

Department of Finance expects to gain $350 million by 2024 from proposals

  • April 2, 2019 April 2, 2019
  • 09:00

CRA to delay registered fee position ‘indefinitely’

This delay represents a win for industry associations

  • October 3, 2018 October 4, 2018
  • 15:00

CRA targets RRSP, TFSA abuses in long-awaited tax document

Agency also delays implementing registered fee position

  • October 1, 2018 November 2, 2018
  • 16:55

The (potential) future of advice reforms

Compared to what’s happening in Australia, CSA’s June missives are meek

  • September 21, 2018 June 18, 2019
  • 12:00
Tax & Estate Planning

Doug Carroll

Corporate investments and the small business rate

Developing a plan for extracting corporate money

  • February 5, 2019 February 5, 2019
  • 10:00

Caution when counselling DB-to-IPP transfers

A legal case sounds a note of caution for advisors

  • October 15, 2018 October 23, 2018
  • 17:32

Estimating the cost of CPP additions for employees

Here’s what we can expect to pay under the new system

  • September 21, 2018 February 1, 2019
  • 12:00

Can you rely on archived CRA communications?

What the agency says

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

Nathalie Boutet

Divorce negotiation strategies to protect your clients’ wealth

Advisors can help separating clients by maintaining emotional distance

  • December 4, 2018 December 4, 2018
  • 15:30

Why couples need a financial plan for a trial separation

Tips for managing expenses, mortgages and shared accounts

  • August 3, 2018 September 10, 2018
  • 00:00

Helping clients when addiction leads to divorce

Tips for working with experts when family issues interfere with finances

  • May 3, 2018 September 4, 2018
  • 00:00

How advisors can support healthier divorces

Ideas to help clients going through tough times

  • March 7, 2018 September 4, 2018
  • 13:57
My Practice

Chris Delaney

How clients will choose their future advisors

Ways to become their chosen candidate

  • November 20, 2018 November 19, 2018
  • 15:00

Five steps to growing family wealth for the long term: Part 2

The last two steps of the process

  • October 9, 2018 September 26, 2018
  • 13:00

Five steps to growing family wealth for the long term: Part 1

Consciously deciding to sustain family wealth for the long term is atypical

  • October 2, 2018 September 26, 2018
  • 13:00

Four reasons intergenerational wealth is destroyed in 3 generations

“Shirtsleeves to shirtsleeves in three generations” is a common adage

  • July 18, 2018 September 7, 2018
  • 00:00