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Tax & Estate Planning

Jim Witty

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How passive income is calculated for CCPCs

Examining adjusted aggregate investment income

• October 12, 2018 October 12, 2018
• 13:39

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My Practice

Chris Delaney

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Five steps to growing family wealth for the long term: Part 2

The last two steps of the process

• October 9, 2018 September 26, 2018
• 13:00

Five steps to growing family wealth for the long term: Part 1

Consciously deciding to sustain family wealth for the long term is atypical

• October 2, 2018 September 26, 2018
• 13:00

Four reasons intergenerational wealth is destroyed in 3 generations

“Shirtsleeves to shirtsleeves in three generations” is a common adage

• July 18, 2018 September 7, 2018
• 00:00

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News

Melissa Shin

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CRA to delay registered fee position ‘indefinitely’

This delay represents a win for industry associations

• October 3, 2018 October 4, 2018
• 15:00

CRA targets RRSP, TFSA abuses in long-awaited tax document

Agency also delays implementing registered fee position

• October 1, 2018 October 2, 2018
• 16:55

The (potential) future of advice reforms

Compared to what’s happening in Australia, CSA’s June missives are meek

• September 21, 2018 September 20, 2018
• 12:00

Straddles and strangles: a primer

Use these strategies to protect downside and capture upside

• November 24, 2017 September 10, 2018
• 00:00

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Tax & Estate Planning

Jacqueline Power

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Talk to clients about pullback of ODSP proposals

Increases to the program have been put on hold

• October 1, 2018 October 1, 2018
• 15:14

Best tax options to transfer the cottage to kids

An expert offers a sample case to help clients avoid tax pitfalls

• April 5, 2018 September 7, 2018
• 00:00

How to minimize OAS clawback

Answer common client questions about OAS reductions

• May 25, 2017 September 4, 2018
• 14:00

How to transfer a U.K. pension to Canada

Many people who have ties to the U.K. have decided to settle in Canada.

• October 24, 2016 August 31, 2018
• 09:53

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Investments

Al and Mark Rosen

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The way the whistle blows

Comparing the success of investor protection programs in Canada and the U.S.

• September 21, 2018 September 20, 2018
• 12:00

Doubling down on a losing investment

Mistake or sage manoeuvre?

• July 13, 2018 September 10, 2018
• 00:00

Why investing in REITs requires caution

Regulatory notice does little to address reporting concerns

• June 18, 2018 September 21, 2018
• 00:00

Investor protections keep crumbling

Livent case casts doubt on shareholder rights

• May 11, 2018 September 7, 2018
• 00:00