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Tax & Estate Planning

Nathalie Boutet

Nathalie Boutet is a family lawyer, mediator and certified Family Enterprise Advisor™ specializing in high-net-worth families and business owners. She can be reached at nboutet@boutetfamilylaw.com.

Tips for managing expenses, mortgages and shared accounts

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

Tips for working with experts when family issues interfere with finances

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

Ideas to help clients going through tough times

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

Practical tips for advisors to implement

  • January 23, 2018 September 10, 2018
  • 10:21

Gifts or inheritances received during a marriage are generally excluded property, but not always

  • November 1, 2017 September 12, 2018
  • 06:00

5 things clients can do right away

  • September 1, 2017 September 10, 2018
  • 13:00

Timing is key

  • July 27, 2017 September 10, 2018
  • 07:00

Help clients know their rights when it comes to owning real property with a partner

  • May 25, 2017 September 4, 2018
  • 10:00

Protect clients in case their relationships don’t work out.

  • April 21, 2017 September 4, 2018
  • 13:00

Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.

  • January 9, 2017 September 4, 2018
  • 09:30

More columnists

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
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Move over CRM2: MFDA proposes total cost disclosure

Initial industry reaction to the SRO's discussion paper

  • April 25, 2018 September 4, 2018
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When retirees are overextended by extended family

Unpleasant surprises can await clients who have planned for reduced expenses in retirement

  • April 13, 2018 September 7, 2018
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Should you go into business with a client?

The quandary Your long-time client, whom you consider a friend, approaches you with an enticing proposal: equal partners in a business for specialty pet food.…

  • April 13, 2018 September 7, 2018
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The way the whistle blows

Comparing the success of investor protection programs in Canada and the U.S.

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

Doubling down on a losing investment

Mistake or sage manoeuvre?

  • July 13, 2018 September 10, 2018
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Why investing in REITs requires caution

Regulatory notice does little to address reporting concerns

  • June 18, 2018 September 21, 2018
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Investor protections keep crumbling

Livent case casts doubt on shareholder rights

  • May 11, 2018 September 7, 2018
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The (potential) future of advice reforms

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

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

Straddles and strangles: a primer

Use these strategies to protect downside and capture upside

  • November 24, 2017 September 10, 2018
  • 00:00

Why Advisor’s Edge will be reborn in 2018

Just in time for its 20th birthday, Advisor’s Edge is being reborn. Advisor’s Edge was founded in 1998 as a resource to help you ask…

  • November 16, 2017 September 7, 2018
  • 10:15

How to personalize inflation

Tell a Toronto homebuyer or an Iqaluit grocery shopper that inflation is just 1%, and they’ll laugh in your face. That’s because official inflation numbers…

  • October 13, 2017 September 4, 2018
  • 00:01
Tax & Estate Planning

Margaret O’Sullivan

Keep estate planning documents safe

A key consideration that’s often overlooked

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

Powers of attorney for the mobile client

Preventing estate problems when a client lives in multiple jurisdictions

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

How U.S. personal tax changes affect estate planning

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

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

Help clients appoint a guardian for minor children

How the process works

  • December 15, 2017 September 10, 2018
  • 10:25
Tax & Estate Planning

Doug Carroll

Estimating the cost of CPP additions for employees

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

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

Can you rely on archived CRA communications?

What the agency says

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

Goodbye tax on tax

What Ontario’s surtax elimination means

  • May 11, 2018 September 7, 2018
  • 00:00

Why to abandon, not expand, the RRSP Home Buyers’ Plan

A tax expert does the math

  • February 17, 2018 September 7, 2018
  • 00:10

What is bubble theory?

Bubbles can build and burst at different intervals, or not burst at all

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

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 September 7, 2018
  • 00:00
Investments

Mark Yamada

Proposed regulations will impact how you manage money

Understanding “jam jar” investment management

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

Risk-reward lessons from the boys of summer

Evaluating risk to achieve a goal

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

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

  • June 18, 2018 September 21, 2018
  • 00:00

AI, technology, asset management and your job

How machine learning is changing the industry

  • May 11, 2018 September 7, 2018
  • 00:00
Tax & Estate Planning

Curtis Davis

How to plan around the small business tax changes

Strategies to address the new rules in 2019

  • September 21, 2018 September 21, 2018
  • 11:30

Tax savings for summer camps

How to claim the child care expense deduction

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

CPP: A good bang for the buck?

Evaluating the Canada Pension Plan's value

  • June 18, 2018 September 9, 2018
  • 00:00

What is good debt?

Borrowing to invest isn't appropriate for everyone

  • May 11, 2018 September 7, 2018
  • 00:00
Insurance

Kevin Wark

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

Accessing insurance policy value through a policy loan

An expert offers the details, including tax consequences

  • March 19, 2018 September 4, 2018
  • 00:00
Tax & Estate Planning

Frank Di Pietro

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

Help maximize RDSP carry forwards

While the two plans resemble each other in many aspects, there are other features of the RDSP that are worlds apart from its RESP cousin

  • September 22, 2017 September 20, 2018
  • 06:00

The benefits of family trusts

These structures can achieve estate planning objectives, not just tax ones

  • June 30, 2017 September 4, 2018
  • 09:39
Tax & Estate Planning

Nathalie Boutet

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

How to educate clients about prenups

Practical tips for advisors to implement

  • January 23, 2018 September 10, 2018
  • 10:21
Tax & Estate Planning

Keith Masterman

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

Avoid these traps with alter ego and joint partner trusts

What clients must know about these unique trusts

  • March 28, 2018 September 12, 2018
  • 00:00

3 investment rules estate trustees must know

Estate trustees are fiduciaries

  • May 30, 2017 September 12, 2018
  • 09:00

How much power do powers of attorney really have?

Can a person acting under a PoA make gifts or change beneficiary designations?

  • February 7, 2017 September 4, 2018
  • 06:00
Tax & Estate Planning

Tim Brisibe

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

Your role in intergenerational wealth transfer

An estimated $750 billion will exchange hands in the next decade. Here are some practical tips to help these clients.

  • July 4, 2016 August 21, 2018
  • 09:01
Tax & Estate Planning

Jamie Golombek

A warning on interest deductibility

The Tax Court ruled on interest deductibility relating to returns of capital used for personal purposes

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

There may be relief for delinquent T1135 filers

New case requires CRA to reconsider penalty for late reporting

  • June 18, 2018 September 21, 2018
  • 00:00

Managing tuition tax trouble

The limits of carrying credits forward

  • April 13, 2018 September 7, 2018
  • 00:00

Dangers of paying your spouse

Tax problems with this form of income splitting

  • March 16, 2018 September 7, 2018
  • 11:10
Tax & Estate Planning

Wilmot George

RRSPs at death: Do tax-deferred rollovers make sense?

There are some situations where a tax-deferred transfer might not be the best option

  • July 9, 2018 September 10, 2018
  • 00:00

How retirees can accumulate RRSP room

Find out what types of income add to the calculation of deduction room

  • February 22, 2018 September 10, 2018
  • 16:27

RRSPs and TFSAs: unused contribution room at death

Understand which one offers a planning opportunity

  • November 1, 2017 September 10, 2018
  • 15:00

Navigate TFSA attribution rules

Find out the details

  • July 21, 2017 September 4, 2018
  • 10:00
Tax & Estate Planning

Carol Bezaire

Informal trust accounts: How they do and don’t work

Understand the potential benefits and pitfalls for your client

  • June 19, 2018 September 7, 2018
  • 00:00

Commute this pension or not? Part 2

How a change in client circumstances changes the answer.

  • February 3, 2017 September 4, 2018
  • 11:13

Tax and ETFs: what you need to know

ETFs have unique taxation aspects when they’re held in non-registered accounts

  • August 10, 2016 September 6, 2018
  • 17:27

2 things to watch with RDSPs

As more advisors are assisting families to open these plans, be aware of two specific points.

  • January 7, 2013 August 21, 2018
  • 05:59

What we learned talking to clients and advisors across Canada

Summer reading to improve your practice

  • June 18, 2018 September 9, 2018
  • 00:00

Financial wisdom in unlikely places

Humanizing the methods and challenges of finance

  • April 13, 2018 September 7, 2018
  • 00:00

Why client coaching can’t be left for corrections

The February correction was a useful check against complacency

  • March 16, 2018 September 7, 2018
  • 10:34

How much retirement saving is enough?

What advisors can do to answer the question on every client's mind

  • February 17, 2018 September 6, 2018
  • 00:00
Tax & Estate Planning

Rebecca Cicco

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

Jacqueline Power

Best tax options to transfer the cottage to kids

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

  • April 5, 2018 September 7, 2018
  • 00:00

How to minimize OAS clawback

Answer common client questions about OAS reductions

  • May 25, 2017 September 4, 2018
  • 14:00

How to transfer a U.K. pension to Canada

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

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

Get maximum benefit out of an RDSP

There’s confusion when it comes to the family net income that’s used to calculate the grant entitlement.

  • May 19, 2016 August 21, 2018
  • 10:00
Tax & Estate Planning

Max Reed

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

Clients may risk steep penalties if they don’t file U.S. tax forms

Haven’t filed all your required U.S. tax paperwork? If you’re really unlucky, you might get sued.

  • March 29, 2017 September 4, 2018
  • 14:15