Wilmot George , CFP, TEP, CLU, CHS, is vice-president, Tax, Retirement and Estate Planning at CI Investments. Wilmot can be contacted at wgeorge@ci.com.
Wilmot George , CFP, TEP, CLU, CHS, is vice-president, Tax, Retirement and Estate Planning at CI Investments. Wilmot can be contacted at wgeorge@ci.com.
Find out if your client is still eligible for the PRE
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More on pension income splitting for the year of death
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Help your client’s family by understanding the tax rules
Overcontributions can result in more than a simple penalty tax
There are some situations where a tax-deferred transfer might not be the best option
Find out what types of income add to the calculation of deduction room
Understand which one offers a planning opportunity
A lack of planning can impede your client’s wishes
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A court decision in Nova Scotia has implications for estate planning
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Explaining a poorly understood mechanism
Consider these tax-efficient options
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Find out if your client is still eligible for the PRE
Can your client claim the PRE after moving to assisted living?
More on pension income splitting for the year of death
Tips for serving clients of all ages
Don’t underestimate the behavioural element
Using historical returns to forecast a recovery
A breakdown of who benefits from the federal government’s proposed annuity
The famous 4% rule won’t work for many clients
Advisor's Edge asked 20 banks, asset managers, insurers and advisory firms how they are addressing anti-Black racism
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Former cabinet minister John Manley lost a case contesting a policy's "triggering event"
Advisors in breach of provincial regulations could face sanctions
If your business-owner client uses these trusts, special planning is required
Watch out for these issues
A recent Tax Court case debunked a common misconception
Rules govern coordination with other benefits, repayment
The Registered Disability Savings Plan requires proper planning
Complex families can have complex needs
Younger clients will enjoy a greater benefit from changes introduced this year
These organizations’ structures dictate CRA compliance and pandemic support
Be aware of the rules and considerations for a tax-deferred property transfer
Find out the criteria for determining qualified farm property
Avoid these pitfalls to access the lifetime capital gains exemption
Will massive government spending and central bank easing lead to inflation, deflation or both?
How Covid-19 may affect loans, earnings and dividends
ETF growth is building proxy power for passive managers
Rates have fallen and can’t get up
Getting intentional about putting clients first
Industry research can make advisors feel vulnerable. Use that feeling as a call to action.
Be clear about what you stand for, so clients won’t fall for what you don’t
There's a shadow side to likability
A taxpayer was told he owed $4.1 million in taxes
The lower rate creates opportunities for income splitting
A Tax Court case shows what can happen to unsupported claims
The latest court case highlights the importance of filing on time
If clients need liquidity, there are options
RRIFs, CERB and working from home have tax implications
Breaking down pension adjustments and other challenges
These steps can prevent tax surprises
These tax-advantaged savings vehicles can result in a tremendous tax headache
The rules are restrictive and deductions require the employer’s support
The process of selling losing investments is fairly straightforward
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Knowing the answer will help you and your client prepare for incapacity
Know the tax implications when moving into care
A will kit might be free or inexpensive, but it might not be valid
A look at the pros and cons
More support is needed to cope with the pandemic
Examining adjusted aggregate investment income