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Akua Carmichael
Tax & Estate Planning

Akua Carmichael

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

Avoiding estate litigation

Estate planning centres on one main goal: preserving estate assets. While advisors offer planning advice and employ various strategies to reduce the tax liability of…

  • May 29, 2013 August 21, 2018
  • 05:59
Tax & Estate Planning

Keith Masterman

Closeup of paper man pushing tax wooden block on table against gray background

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

Help your client avoid losing GRE status

Contributions and loans to a graduated rate estate can have tax consequences

  • September 7, 2021 September 7, 2021
  • 14:06
Vivek Bansal
Tax & Estate Planning

Vivek Bansal

Business people at work in their office

What to know about the new intergenerational transfer rules

Business owners planning for succession must meet certain criteria

  • August 23, 2022 August 23, 2022
  • 15:42

What your clients should know about real estate renos and repairs

For the best tax treatment, distinguish between current and capital expenses

  • May 2, 2022 May 2, 2022
  • 15:04

Unintended tax consequences of joint tenancy with a right of survivorship

A client scenario with a family cottage shows the importance of planning

  • December 3, 2021 December 3, 2021
  • 14:23

Potential tax implications from renting a principal residence

A change in use could result in a deemed disposition

  • July 22, 2021 July 22, 2021
  • 14:16
Tax & Estate Planning

Wilmot George

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

Don’t let real estate add to relationship woes

Consider the tax consequences before transferring property after a separation

  • July 19, 2021 July 19, 2021
  • 14:00
Tax & Estate Planning

Jacqueline Power

Estate planning with trusts

Help your client benefit from these important tools

  • August 12, 2022 August 12, 2022
  • 13:56

Programs and incentives to help first-time homebuyers

These initiatives can help clients enter the housing market

  • March 31, 2022 March 31, 2022
  • 14:32

Help your client with tax-efficient charitable giving

Use these tips to make the most of a donation tax credit

  • November 23, 2021 November 23, 2021
  • 16:18

Avoid cross-border pitfalls with TFSAs

U.S. tax rules can lead to TFSA troubles

  • July 9, 2021 July 9, 2021
  • 15:11