AER June 2017

June 2017

Estate Planning

If your client holds assets jointly, controversies could arise over right of survivorship or termination

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

Frank Di Pietro

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

Tax News

What to do when your client sells her home.

David Wm. Brown

Adapt to the new normal of life insurance changes

Michelle Schriver

01 IIROC compensation review In April, IIROC published guidance on managing compensation-related conflicts after reviewing 20 firms. The review identified three concerns: disclosure gaps, a…

Mark Yamada

Al and Mark Rosen

OSC has started focusing on companies that use non-GAAP reporting

Market Insights

OSC has started focusing on companies that use non-GAAP reporting

Canada's for sale -- to Canadians

From a community of companies to a portfolio of profits