AE May 2015

May 2015

Estate Planning

Help your clients successfully navigate peer-to-peer assets

European legislators have been trying to require public disclosure of trust beneficiaries

Ensure clients understand tax implications

Tax News

When the IRS discovers someone’s non-compliant, it sends a notice.

European legislators have been trying to require public disclosure of trust beneficiaries

Ensure clients understand tax implications

Conversations

Connect with the second generation to help your business thrive

The federal program offers funding for business clients so they can train new and existing employees.

Your retiring clients are ready to enjoy the next stages of their lives. Instead of a watch or a set of personalized luggage tags, why…

David Boyd is vice-president, portfolio manager at BMO Nesbitt Burns in Windsor, Ont.

Brenna and Damian MacInnis are a registered dietician and department manager, and a executive director from Port Hood, N.S.

Market Insights

Ensure clients understand tax implications

Investing in a friend’s business involves business and relational risks.

Read any financial publication—ours included—and you’ll see plenty of articles on how equity fund managers pick stocks. Less often discussed is the bond-picking trade.

The past few months, I’ve noticed a telling trend: the average overpayment for houses in my neighborhood far exceeds what I paid