A trustee’s tax liability has limits, a court case suggests
The decumulation game requires a dynamic strategy
Will the pandemic lead to higher future premiums?
What Seinfeld can teach us about the value of staying the course
The absence of withholding taxes can create unexpected consequences if no planning is done
Consider these options to avoid unexpected tax results
Find out if your client is still eligible for the PRE
Can your client claim the PRE after moving to assisted living?
Planning for foreign assets may require multiple documents
Help your client avoid these pitfalls
A lack of planning can impede your client’s wishes
Use these tips to protect an inheritance
Are your clients invested too much in Canada?
Carbon-adjusted earnings: Where accounting meets ESG to talk nonsense
Don’t fall prey to cash-is-king platitudes
Accounting chicanery to watch for ahead of earnings season
Clients need advisors who control costs
Getting intentional about putting clients first
Industry research can make advisors feel vulnerable. Use that feeling as a call to action.
Be clear about what you stand for, so clients won’t fall for what you don’t
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