Latest columns in Columnists
> Tax & Estate Planning
Doug Carroll
Corporate investments and the small business rate
Developing a plan for extracting corporate money
- February 5, 2019 February 5, 2019
- 10:00
Caution when counselling DB-to-IPP transfers
A legal case sounds a note of caution for advisors
- October 15, 2018 October 23, 2018
- 17:32
Estimating the cost of CPP additions for employees
Here’s what we can expect to pay under the new system
- September 21, 2018 February 1, 2019
- 12:00
Can you rely on archived CRA communications?
What the agency says
- July 13, 2018 September 10, 2018
- 00:00
> Tax & Estate Planning
Frank Di Pietro
Help maximize RDSP carry forwards
Some features of the RDSP are worlds apart from its RESP cousin
- February 1, 2019 February 1, 2019
- 12:00
Tax traps when converting a home to an income property
Implications for the principal residence exemption
- August 8, 2018 September 7, 2018
- 00:00
What TOSI means for succession planning
Find out how income sprinkling measures apply to inherited property
- February 22, 2018 September 10, 2018
- 09:59
The benefits of family trusts
These structures can achieve estate planning objectives, not just tax ones
- June 30, 2017 September 4, 2018
- 09:39
> Tax & Estate Planning
Curtis Davis
How spouses provide an advantage in post-mortem tax planning
A breakdown of options for capital property
- January 29, 2019 January 29, 2019
- 15:30
Capital gains and losses at death: the spousal advantage
Giving clients options with capital property
- January 2, 2019 December 21, 2018
- 14:00
Tax treatments of RPPs versus RRSPs
A tax tale of two benefits at death
- November 28, 2018 December 4, 2018
- 09:00
Foreign withholding tax: Is the credit always worth it?
Comparing tax options for foreign dividend-paying stocks
- October 15, 2018 October 15, 2018
- 17:23
> My Practice
Mark Groulx
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
How to prep a business for sale
When it comes to selling a client’s business, timing matters.
- January 19, 2015 September 6, 2018
- 05:55
Deal breakers
Sometimes, seemingly good companies don’t make it to sale closing. Here are the primary reasons why transactions fail.
- May 1, 2014 August 21, 2018
- 05:59
> Tax & Estate Planning
Keith Masterman
Tax planning when your client receives severance
The tax implications depend on how severance is characterized
- January 15, 2019 January 15, 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
Avoid these traps with alter ego and joint partner trusts
What clients must know about these unique trusts
- March 28, 2018 January 2, 2019
- 00:00
3 investment rules estate trustees must know
Estate trustees are fiduciaries
- May 30, 2017 September 12, 2018
- 09:00
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