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Tax & Estate Planning

Rebecca Hett

Hand holding a paper home, car, family on green background, insurance concept

Tax implications of divorce, Part 2

Settling different types of property

  • April 10, 2019 April 3, 2019
  • 14:27

Tax implications of divorce, Part 1

Dividing assets and navigating tax credits

  • April 3, 2019 April 3, 2019
  • 14:25
Business People Handshake Greeting Deal Concept

Managing multiple goals when selling a family business

A case study of a complex process

  • April 5, 2019 April 5, 2019
  • 13:27

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
Portrait of confused businessperson thinking of innovative idea at grey wall.

Budget 2019 could mean more tax payable for fundholders

Department of Finance expects to gain $350 million by 2024 from proposals

  • April 2, 2019 April 2, 2019
  • 09:00

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 November 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
Toronto skyline in financial district

ETFs: all the banks are in

Will investment management fundamentally change?

  • March 28, 2019 March 28, 2019
  • 16:01

Managing risk with the clock ticking

Deck chairs on the Titanic, Part 2

  • March 25, 2019 March 25, 2019
  • 00:00

Why fees become more important during decumulation

Deck chairs on the Titanic, Part 1

  • February 25, 2019 February 22, 2019
  • 00:00

Overcome the challenges of decumulation

Why this feat is so difficult

  • November 28, 2018 January 17, 2019
  • 09:00
GARY WATERS / GETTY IMAGES

Addressing the middle-class gap in financial advice

Rather than courting only HNW clients, advisors should look for ways to serve more households

  • March 25, 2019 March 25, 2019
  • 13:51

When tech tools are too good, clients may suffer

There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans

  • February 25, 2019 March 26, 2019
  • 00:00

Facing the extinction phase

Adapting process and culture to survive in the age of tech

  • November 28, 2018 December 4, 2018
  • 09:00

When to pull the goalie

What an unorthodox hockey strategy teaches us about investing and managing clients

  • October 15, 2018 October 15, 2018
  • 17:20