Latest columns in Columnists
> Tax & Estate Planning
Keith Masterman
Can your client disinherit a child?
A court decision in Nova Scotia has implications for estate planning
- August 19, 2019 August 19, 2019
- 14:50
Estate planning and the disabled beneficiary
Consider these factors before establishing a Henson trust
- May 10, 2019 May 7, 2019
- 14:00
Tax planning when your client receives severance
The tax implications depend on how severance is characterized
- January 15, 2019 June 27, 2019
- 16:21
Planning opportunities with alter ego and joint partner trusts
Find out if they're right for your client
- August 1, 2018 September 7, 2018
- 00:00
> Tax & Estate Planning
Curtis Davis
RRSP vs. TFSA: a classic apples and oranges comparison
Identifying clients’ goals will clarify the choice
- August 12, 2019 August 22, 2019
- 15:00
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
> Tax & Estate Planning
Wilmot George
Selling real estate? The CRA is watching
What clients need to know about reporting transactions
- July 18, 2019 July 17, 2019
- 15:00
Is pension income splitting available for the year of death?
Help your client’s family by understanding the tax rules
- May 7, 2019 May 6, 2019
- 15:00
Why clients should rethink deliberate TFSA overcontributions
Overcontributions can result in more than a simple penalty tax
- December 11, 2018 December 11, 2018
- 14:45
RRSPs at death: Do tax-deferred rollovers make sense?
There are some situations where a tax-deferred transfer might not be the best option
- July 9, 2018 September 10, 2018
- 00:00
> Investments
Al and Mark Rosen
Composition of Canadian indexes leaves much to be desired
Help clients screen out governance concerns
- July 2, 2019 July 2, 2019
- 14:30
Better investing through fraud awareness
Avoid mistakes by knowing the warning signs
- May 24, 2019 June 11, 2019
- 09:00
Do accounting problems provide buying opportunities?
Chasing fallen angels may not be worth the risk
- March 22, 2019 March 21, 2019
- 15:00
Do DRIPs drain share values?
Find out when dividend reinvestment plans have merit
- March 11, 2019 March 11, 2019
- 15:00
>
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
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