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
Help your client avoid these pitfalls
A lack of planning can impede your client’s wishes
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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
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Rules govern coordination with other benefits, repayment
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Reluctant predictions for the decade ahead
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There are benefits and risks to owning property personally, through a trust or through a corporation
Consider these tax-efficient options
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