Home Advisor’s Edge Mid-October 2014
Mid-October 2014

Mid-October 2014

Doug Carroll

These credits can help ease financial stress

Tax News

These credits can help ease financial stress

Firms moving employees across borders have unique planning needs

Sweeping changes follow a recent U.S. Supreme Court ruling

Taxpayers with foreign assets, be they condos or stocks, have to file a T1135 every year. It used to be a straightforward process, but last…

Help clients understand their combined effect

Conversations

Perform an internal review so you’re better prepared for an audit. Here’s what regulators look for.

Life

Historic low rates have made guaranteed interest accounts less attractive. But new alternatives mean investing within a universal life (UL) policy shouldn’t be written off.

Market Insights

Help clients understand their combined effect

One institutional manager finds growth by turning to the companies household names depend on

Longevity risks, combined with a shrinking working population, are causing enormous shockwaves in the pension system.

Retirement News

Longevity risks, combined with a shrinking working population, are causing enormous shockwaves in the pension system.

Help reduce the probability of clients running out of money in retirement

ETFs

Six situations when it makes sense

David Wm. Brown

CALU has submitted its recommendations for the 2015 Federal Budget to the House of Commons Standing Committee on Finance.