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Latest columns in Columnists
Tax issues when Canadians have U.S. executors
Tips to avoid cross-border complications
- June 13, 2019 June 13, 2019
- 16:00
Pleading not GILTI: tax deferral strategies for Canadian-resident U.S. citizens
The story behind global intangible low-taxed income
- February 23, 2018 September 7, 2018
- 11:56
4 structures to protect Canadians from the U.S. estate tax—updated
Canadian residents who aren’t U.S. citizens may be surprised to know that U.S. estate tax can apply to them
- February 20, 2018 September 4, 2018
- 11:52
Renouncing U.S. citizenship after U.S. tax reform
Renouncing is a personal decision with a number of pros and cons
- February 20, 2018 September 4, 2018
- 05:59
> Investments
Mark Yamada
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
Managing risk with the clock ticking
Deck chairs on the Titanic, Part 2
- March 25, 2019 March 25, 2019
- 00:00
> My Practice
Mark Groulx
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
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
> Tax & Estate Planning
Jamie Golombek
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
Year-end tax tips for business owners
New rules mean taking steps before Dec. 31
- November 28, 2018 December 4, 2018
- 09:00
> Tax & Estate Planning
Curtis Davis
Eligible dividends and the OAS clawback
Interest income versus the dividend tax credit
- May 24, 2019 June 11, 2019
- 09:00
The federal budget’s other homebuyers’ plan proposal
Why the measure affecting divorced clients could have a broad impact
- May 17, 2019 May 17, 2019
- 14:00
Are tax refunds a cash windfall or bad planning?
An updated look at how clients could be putting refund money to work year-round
- March 21, 2019 March 27, 2019
- 16:00
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 27, 2019
- 09:00
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