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Tax & Estate Planning

Keith Masterman

Can your client disinherit a child?

A court decision in Nova Scotia has implications for estate planning

  • August 19, 2019 August 19, 2019
  • 14:50

Estate planning and the disabled beneficiary

Consider these factors before establishing a Henson trust

  • May 10, 2019 May 7, 2019
  • 14:00

Tax planning when your client receives severance

The tax implications depend on how severance is characterized

  • January 15, 2019 June 27, 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
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Tax & Estate Planning

Curtis Davis

term insurance

RRSP vs. TFSA: a classic apples and oranges comparison

Identifying clients’ goals will clarify the choice

  • August 12, 2019 August 22, 2019
  • 15:00

Eligible dividends and the OAS clawback

Interest income versus the dividend tax credit

  • May 24, 2019 June 11, 2019
  • 09:00

The federal budget’s other homebuyers’ plan proposal

Why the measure affecting divorced clients could have a broad impact

  • May 17, 2019 May 17, 2019
  • 14:00

Are tax refunds a cash windfall or bad planning?

An updated look at how clients could be putting refund money to work year-round

  • March 21, 2019 March 27, 2019
  • 16:00
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Tax & Estate Planning

Wilmot George

canadian money house on white background

Selling real estate? The CRA is watching

What clients need to know about reporting transactions

  • July 18, 2019 July 17, 2019
  • 15:00

Is pension income splitting available for the year of death?

Help your client’s family by understanding the tax rules

  • May 7, 2019 May 6, 2019
  • 15:00

Why clients should rethink deliberate TFSA overcontributions

Overcontributions can result in more than a simple penalty tax

  • December 11, 2018 December 11, 2018
  • 14:45

RRSPs at death: Do tax-deferred rollovers make sense?

There are some situations where a tax-deferred transfer might not be the best option

  • July 9, 2018 September 10, 2018
  • 00:00
Candle stick graph chart of stock market investment trading

Composition of Canadian indexes leaves much to be desired

Help clients screen out governance concerns

  • July 2, 2019 July 2, 2019
  • 14:30

Better investing through fraud awareness

Avoid mistakes by knowing the warning signs

  • May 24, 2019 June 11, 2019
  • 09:00

Do accounting problems provide buying opportunities?

Chasing fallen angels may not be worth the risk

  • March 22, 2019 March 21, 2019
  • 15:00

Do DRIPs drain share values?

Find out when dividend reinvestment plans have merit

  • March 11, 2019 March 11, 2019
  • 15:00
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Tax & Estate Planning

Max Reed

Canada and USA Flag

Tax issues when Canadians have U.S. executors

Tips to avoid cross-border complications

  • June 13, 2019 June 13, 2019
  • 16:00

Pleading not GILTI: tax deferral strategies for Canadian-resident U.S. citizens

The story behind global intangible low-taxed income

  • February 23, 2018 September 7, 2018
  • 11:56

4 structures to protect Canadians from the U.S. estate tax—updated

Canadian residents who aren’t U.S. citizens may be surprised to know that U.S. estate tax can apply to them

  • February 20, 2018 September 4, 2018
  • 11:52

Renouncing U.S. citizenship after U.S. tax reform

Renouncing is a personal decision with a number of pros and cons

  • February 20, 2018 September 4, 2018
  • 05:59