Wilmot George , CFP, TEP, CLU, CHS, is vice-president, Tax, Retirement and Estate Planning at CI Global Asset Management. Wilmot can be contacted at wgeorge@ci.com.
Wilmot George , CFP, TEP, CLU, CHS, is vice-president, Tax, Retirement and Estate Planning at CI Global Asset Management. Wilmot can be contacted at wgeorge@ci.com.
The absence of withholding taxes can create unexpected consequences if no planning is done
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The absence of withholding taxes can create unexpected consequences if no planning is done
Consider these options to avoid unexpected tax results
Find out if your client is still eligible for the PRE
Can your client claim the PRE after moving to assisted living?
Planning for foreign assets may require multiple documents
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Don’t fall prey to cash-is-king platitudes
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A taxpayer was told he owed $4.1 million in taxes
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The impact of tax policy extends north of the border
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Financial services are vulnerable to populism
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Reluctant predictions for the decade ahead
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Consider these tax-efficient options
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Help your client avoid these estate planning pitfalls
Knowing the answer will help you and your client prepare for incapacity
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A will kit might be free or inexpensive, but it might not be valid
The additional guidance reduces the risk of purchasing a non-compliant annuity
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Clients must answer this question if they’re still working at age 60
Explaining a poorly understood mechanism
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Don’t underestimate the behavioural element
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A recent Tax Court case debunked a common misconception
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These tax-advantaged savings vehicles can result in a tremendous tax headache