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Tax & Estate Planning

Max Reed

Canada and USA Flag

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
Tree Flat icon set

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
INSET PHOTO: ANDRESR / ISTOCK PHOTO

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
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Tax & Estate Planning

Jamie Golombek

GARY WATERS / GETTY IMAGES

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
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Tax & Estate Planning

Curtis Davis

Senior couple doing the income tax declaration online

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