Tim Brisibe

Tax & Estate

Tim Brisibe, TEP, is Director, Tax & Estate at Mackenzie Investments.

Estate Planning

Non-resident executors and posting bond

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

By Tim Brisibe |May 11, 2021

3 min read

Estate Planning

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

By Tim Brisibe |October 2, 2020

5 min read

Estate Planning

When does an enduring power of attorney become active?

Knowing the answer will help you and your client prepare for incapacity

By Tim Brisibe |May 8, 2020

3 min read

Estate Planning

Using the principal residence exemption when transitioning to retirement living

Know the tax implications when moving into care

By Tim Brisibe |July 26, 2018

4 min read

Estate Planning

The perils of will kits in estate planning

A will kit might be free or inexpensive, but it might not be valid

By Tim Brisibe |February 9, 2018

3 min read

Estate Planning

What happens when parents and adult children are joint tenants?

A look at the pros and cons

By Tim Brisibe |July 18, 2017

4 min read

Estate Planning

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.

By Tim Brisibe |July 4, 2016

2 min read

Tax News

New tax brackets change donation credit decision

Taxpayers subject to the new 33% tax bracket can take advantage of a new 33% non-refundable tax credit for taxation years beginning 2016.

By Tim Brisibe |January 22, 2016

2 min read

Estate Planning

Debt and taxes

A personal representative (executor in some jurisdictions, estate trustee in Ontario, liquidator in Quebec) must deal with estate debts, potential claims against the estate and taxes when a loved one passes.

By Tim Brisibe |October 22, 2012

3 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