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Tax & Estate Planning

Jamie Golombek

A happy ending for another Form T1135 debacle

A Tax Court judge found the CRA was overzealous in issuing a penalty for late filing

  • September 20, 2019 September 20, 2019
  • 15:00

Tax case illustrates government’s motivation in IPP change

New rules in the 2019 federal budget crack down on commuted value transfers

  • May 24, 2019 June 11, 2019
  • 09:00

Supreme Court ruling a reminder to advisors about disability planning tool

The top court said Henson trusts shouldn’t interfere with subsidized housing eligibility

  • March 25, 2019 March 27, 2019
  • 00:00

Taxpayer who didn’t report dividends found not liable

Breaking down gross negligence versus an honest mistake

  • February 25, 2019 February 22, 2019
  • 00:00
MARIE HIPPENMEYER / AFP / GETTY IMAGES

Ignore climate risk at your peril

Advisors have every reason to boost sustainable investing knowledge

  • September 20, 2019 September 26, 2019
  • 15:00

Addressing the middle-class gap in financial advice

Rather than courting only HNW clients, advisors should look for ways to serve more households

  • March 25, 2019 March 25, 2019
  • 13:51

When tech tools are too good, clients may suffer

There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans

  • February 25, 2019 March 26, 2019
  • 00:00

Facing the extinction phase

Adapting process and culture to survive in the age of tech

  • November 28, 2018 December 4, 2018
  • 09:00
Concept of break career of a businessman

Is value investing broken?

Patience has a price

  • September 20, 2019 September 20, 2019
  • 15:00

Is corporate social responsibility just a marketing ploy?

What gets measured, gets attention

  • June 13, 2019 June 10, 2019
  • 14:00

Is modern portfolio theory right for your client?

The answer is different for the truly wealthy versus everyone else

  • May 24, 2019 June 11, 2019
  • 09:00

ETFs: all the banks are in

Will investment management fundamentally change?

  • March 28, 2019 March 28, 2019
  • 16:01
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Tax & Estate Planning

Frank Di Pietro

ERHUI1979 / ISTOCKPHOTO

Tax changes looming for employees receiving stock options

Help clients navigate the new rules

  • September 20, 2019 September 20, 2019
  • 15:00

Help maximize RDSP carry forwards

Some features of the RDSP are worlds apart from its RESP cousin

  • February 1, 2019 February 1, 2019
  • 12:00

Tax traps when converting a home to an income property

Implications for the principal residence exemption

  • August 8, 2018 September 7, 2018
  • 00:00

What TOSI means for succession planning

Find out how income sprinkling measures apply to inherited property

  • February 22, 2018 September 10, 2018
  • 09:59
Business People Handshake Greeting Deal Concept

What buyers look for when acquiring a business

Key considerations when advising business-owner clients

  • September 18, 2019 September 17, 2019
  • 14:30

Preparing a family business for sale

Years of organization can precede a sale process—and it’s worth the effort

  • June 11, 2019 June 10, 2019
  • 15:00

Managing multiple goals when selling a family business

A case study of a complex process

  • April 5, 2019 April 5, 2019
  • 13:27

Helping clients sell a business

Every transaction presents unique challenges

  • January 18, 2019 January 18, 2019
  • 15:00