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Helping clients sell a business

Every transaction presents unique challenges

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

Anatomy of a business sale

When clients sell their businesses, they’re usually unlocking wealth – which benefits their advisors.

  • August 4, 2016 September 7, 2018
  • 11:23

How to prep a business for sale

When it comes to selling a client’s business, timing matters.

  • January 19, 2015 September 6, 2018
  • 05:55

Deal breakers

Sometimes, seemingly good companies don’t make it to sale closing. Here are the primary reasons why transactions fail.

  • May 1, 2014 August 21, 2018
  • 05:59
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Tax & Estate Planning

Keith Masterman

Close-up. Smiling young businesswoman holding cardboard box with her things.

Tax planning when your client receives severance

The tax implications depend on how severance is characterized

  • January 15, 2019 January 15, 2019
  • 16:21

Planning opportunities with alter ego and joint partner trusts

Find out if they're right for your client

  • August 1, 2018 September 7, 2018
  • 00:00

Avoid these traps with alter ego and joint partner trusts

What clients must know about these unique trusts

  • March 28, 2018 January 2, 2019
  • 00:00

3 investment rules estate trustees must know

Estate trustees are fiduciaries

  • May 30, 2017 September 12, 2018
  • 09:00
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Tax & Estate Planning

Curtis Davis

Old couple on hill

Capital gains and losses at death: the spousal advantage

Giving clients options with capital property

  • January 2, 2019 December 21, 2018
  • 14:00

Tax treatments of RPPs versus RRSPs

A tax tale of two benefits at death

  • November 28, 2018 December 4, 2018
  • 09:00

Foreign withholding tax: Is the credit always worth it?

Comparing tax options for foreign dividend-paying stocks

  • October 15, 2018 October 15, 2018
  • 17:23

How to plan around the small business tax changes

Strategies to address the new rules in 2019

  • September 21, 2018 September 21, 2018
  • 11:30
Thief

The most important books to scrutinize: your own

Knowing the hallmarks of fraud can help you and your clients

  • December 21, 2018 December 21, 2018
  • 15:06

Accounting games happen in plain sight

What to look for when analyzing statements

  • November 28, 2018 December 4, 2018
  • 09:00

What other industries can learn from cannabis companies

Requiring all industries to disclose in the way suggested for the cannabis sector would be a major improvement

  • November 15, 2018 November 14, 2018
  • 16:00

Is quarterly earnings guidance good or evil?

There’s no one-size-fits-all approach

  • October 15, 2018 October 15, 2018
  • 16:55
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Tax & Estate Planning

Wilmot George

money investment scale

Why clients should rethink deliberate TFSA overcontributions

Overcontributions can result in more than a simple penalty tax

  • December 11, 2018 December 11, 2018
  • 14:45

RRSPs at death: Do tax-deferred rollovers make sense?

There are some situations where a tax-deferred transfer might not be the best option

  • July 9, 2018 September 10, 2018
  • 00:00

How retirees can accumulate RRSP room

Find out what types of income add to the calculation of deduction room

  • February 22, 2018 October 11, 2018
  • 16:27

RRSPs and TFSAs: unused contribution room at death

Understand which one offers a planning opportunity

  • November 1, 2017 September 10, 2018
  • 15:00