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Tax & Estate Planning

Jacqueline Power

multiracial business meeting in boardroom, sitting at a table

CPP enhancements: what to tell clients

Younger clients will enjoy a greater benefit from changes introduced this year

  • March 20, 2019 March 19, 2019
  • 13:00

Talk to clients about pullback of ODSP proposals

Increases to the program have been put on hold

  • October 1, 2018 October 1, 2018
  • 15:14

Best tax options to transfer the cottage to kids

An expert offers a sample case to help clients avoid tax pitfalls

  • April 5, 2018 March 19, 2019
  • 00:00

How to minimize OAS clawback

Answer common client questions about OAS reductions

  • May 25, 2017 January 28, 2019
  • 14:00
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Tax & Estate Planning

Curtis Davis

Chocolate cupcakes

Belated happy 10th anniversary, TFSA

The savings account's first decade saw tremendous success, as well as trials and rule changes. What's next?

  • March 15, 2019 March 15, 2019
  • 09:00

How spouses provide an advantage in post-mortem tax planning

A breakdown of options for capital property

  • January 29, 2019 January 29, 2019
  • 15:30

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
Small white piggy bank sitting on a layer of Canadian twenties bills with a dollar coin (loonie) dropping inside.

Do DRIPs drain share values?

Find out when dividend reinvestment plans have merit

  • March 11, 2019 March 11, 2019
  • 15:00

Canada isn’t immune to financial scandals

What we can learn from the U.K.’s audit reckoning

  • February 25, 2019 February 22, 2019
  • 00:00

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
WIKIMEDIA COMMONS

Why fees become more important during decumulation

Deck chairs on the Titanic, Part 1

  • February 25, 2019 February 22, 2019
  • 00:00

Overcome the challenges of decumulation

Why this feat is so difficult

  • November 28, 2018 January 17, 2019
  • 09:00

The changing definition of risk

When clients don’t meet goals on time

  • October 15, 2018 January 17, 2019
  • 16:53

Proposed regulations will change how you manage money

Understanding “jam jar” investment management

  • September 21, 2018 January 28, 2019
  • 12:00
MANUEL BREVA COLMEIRO / AFP / GETTY IMAGES

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 February 25, 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

When to pull the goalie

What an unorthodox hockey strategy teaches us about investing and managing clients

  • October 15, 2018 October 15, 2018
  • 17:20

What we learned talking to clients and advisors across Canada

Summer reading to improve your practice

  • June 18, 2018 September 9, 2018
  • 00:00