Tips to avoid cross-border complications
The story behind global intangible low-taxed income
Canadian residents who aren’t U.S. citizens may be surprised to know that U.S. estate tax can apply to them
Renouncing is a personal decision with a number of pros and cons
What gets measured, gets attention
The answer is different for the truly wealthy versus everyone else
Will investment management fundamentally change?
Deck chairs on the Titanic, Part 2
Years of organization can precede a sale process—and it’s worth the effort
A case study of a complex process
Every transaction presents unique challenges
When clients sell their businesses, they’re usually unlocking wealth – which benefits their advisors.
New rules in the 2019 federal budget crack down on commuted value transfers
The top court said Henson trusts shouldn’t interfere with subsidized housing eligibility
Breaking down gross negligence versus an honest mistake
New rules mean taking steps before Dec. 31
Interest income versus the dividend tax credit
Why the measure affecting divorced clients could have a broad impact
An updated look at how clients could be putting refund money to work year-round
The savings account's first decade saw tremendous success, as well as trials and rule changes. What's next?