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Tax & Estate Planning

Doug Carroll

small-business

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
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Tax & Estate Planning

Frank Di Pietro

Students at university campus

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
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Tax & Estate Planning

Curtis Davis

A shot of a senior asian couple doing tai-chi exercise

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
Professional digital equipment recording video blog of businesswoman, online business coach making presentation for website, filming popular vlog or master class for videoblog channel, focus on camera

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
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Tax & Estate Planning

Keith Masterman

Close-up. Smiling young businesswoman holding cardboard box with her things.

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