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Tax & Estate Planning

Wilmot George

Home For Sale Real Estate Sign in Front of Beautiful New House.

Selling real estate? The CRA is (still) watching

Transactions, including property flipping, require proper tax reporting

  • January 6, 2023 January 6, 2023
  • 13:43

What happens to non-residents’ RRSPs and RRIFs when they die?

A client scenario illustrates whether withholding taxes apply

  • August 15, 2022 August 15, 2022
  • 16:33

Love and taxes, Part II: Tax and estate planning for two spouses

Tax rules offer flexibility when a client has both a spouse and a common-law partner

  • March 30, 2022 March 30, 2022
  • 11:35

Love and taxes: What the CRA needs to know about your intimate relationships

Completing the T1’s marital status isn’t always straightforward

  • November 30, 2021 November 30, 2021
  • 16:33
Tax & Estate Planning

Lea Koiv

senior couple worrying about their money situation

How inflation affects OAS timing

Three case studies to help clients choose when to begin their benefits

  • January 5, 2023 January 5, 2023
  • 14:34

Consider inflation when deciding when to begin CPP

The higher the inflation rate, the bigger the benefit of waiting

  • June 28, 2022 June 22, 2022
  • 09:00

CRA issues newsletter for registered pension plan contracts

The additional guidance reduces the risk of purchasing a non-compliant annuity

  • August 4, 2020 July 31, 2020
  • 06:00

Understanding maximum transfer value rules

What clients need to know when commuting a DB pension

  • December 15, 2017 September 9, 2018
  • 12:03
Tax & Estate Planning

Keith Masterman

red emergency button

A cautionary tale about executors and clearance certificates

Court decision serves as a warning about property distribution, executor renunciation

  • December 9, 2022 December 9, 2022
  • 15:00

Help clients claim tax credits for charitable donations

A sample scenario illustrates the savings

  • September 14, 2022 September 19, 2022
  • 15:58

All about eligible medical expenses

Help your client claim these non-refundable tax credits

  • March 23, 2022 March 23, 2022
  • 11:14

Help your client plan for income when a spouse dies

A sample case illustrates the impacts for the surviving spouse

  • November 22, 2021 November 22, 2021
  • 14:11
Akua Carmichael
Tax & Estate Planning

Akua Carmichael

Common gaps when appointing an attorney for property and personal care

A case study explains the challenges

  • November 10, 2022 November 10, 2022
  • 16:59

Power of attorney and incapacity planning: Do you have a plan?

Addressing estate planning’s ignored middle child

  • September 23, 2022 September 23, 2022
  • 15:47

How to avoid succession battles with the family cottage

Keeping it in the family and maintaining harmony

  • November 2, 2021 November 2, 2021
  • 12:30

Avoiding a dependant’s relief claim

A recent court case illustrates the risks that come with longer lives

  • February 7, 2020 February 6, 2020
  • 09:30
Serena Williams

Time for advisors to rethink ‘retirement’

The traditional idea is increasingly outdated

  • November 7, 2022 November 4, 2022
  • 10:30

Adventures in personality testing

What I learned from taking four firms’ personality or behavioural assessments

  • May 9, 2022 May 9, 2022
  • 10:00

Efficient work isn’t always the most effective

Building trust remotely is still a challenge

  • February 4, 2022 February 3, 2022
  • 15:00

An unlikely confession about commuting

The loss of that loathsome ritual may be contributing to stress

  • November 2, 2021 November 2, 2021
  • 12:30