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Tax & Estate Planning

Doug Carroll

White chess pawn with the shadow of a king

Chess and retirement planning

The decumulation game requires a dynamic strategy

  • January 22, 2021 January 22, 2021
  • 14:00

Budgeting for 2021 CPP changes — and beyond

Will the pandemic lead to higher future premiums?

  • November 13, 2020 November 13, 2020
  • 11:53

A tax strategy about nothing

What Seinfeld can teach us about the value of staying the course

  • July 2, 2020 July 8, 2020
  • 14:30

How medical symptom checkers can shine a light on robo-advice

The limits of expert systems

  • June 9, 2020 June 2, 2020
  • 14:30
Tax & Estate Planning

Funda Dilaver

Tax problems business and financial concept as a businessman on a road to success blocked by a brick wall with the word taxes painted on the surface as a metaphor for finance issues as an adversity to growth.

Tax consequences when your client leaves Canada

Planning helps reduce the negative impacts

  • January 7, 2021 January 7, 2021
  • 14:00
Tax & Estate Planning

Keith Masterman

wills-estate-battle

Restraints to testamentary freedom when drafting a will

Help your client avoid these pitfalls

  • December 10, 2020 December 14, 2020
  • 14:00

When naming minor beneficiaries causes major complications

A lack of planning can impede your client’s wishes

  • August 7, 2020 July 31, 2020
  • 16:00

Help your client plan for a spendthrift beneficiary

Use these tips to protect an inheritance

  • April 21, 2020 April 20, 2020
  • 15:00

Time-sharing versus fractional ownership

Help your client choose a vacation property with these tips

  • December 18, 2019 December 17, 2019
  • 14:00
Vivek Bansal
Tax & Estate Planning

Vivek Bansal

canadian money house on white background

How should your clients own real estate properties?

There are benefits and risks to owning property personally, through a trust or through a corporation

  • November 27, 2020 November 26, 2020
  • 10:00

Help your client wind down their private corporation

Consider these tax-efficient options

  • July 31, 2020 August 4, 2020
  • 15:00

TOSI exceptions for your business-owner client

Find out what the CRA says about investment income and selling a business

  • March 31, 2020 March 30, 2020
  • 14:30
Tax & Estate Planning

Rebecca Hett

Bridge to Canada Sign

Transferring a 401(k) or IRA to Canada

Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans

  • November 26, 2020 December 21, 2020
  • 14:04

Potential tax implications of the U.S. election

The impact of tax policy extends north of the border

  • October 30, 2020 October 30, 2020
  • 08:32

Help for the social-cause sector during Covid-19

These organizations’ structures dictate CRA compliance and pandemic support

  • June 12, 2020 June 12, 2020
  • 15:00

Help your farmer clients maintain their tax advantages, Part 3

Be aware of the rules and considerations for a tax-deferred property transfer

  • February 6, 2020 February 6, 2020
  • 16:25