Curtis Davis

Tax & Estate

Curtis Davis, FCSI, CFP, TEP, is director for tax, retirement and estate planning services, retail markets at Manulife Investment Management.

Inheriting U.S. individual retirement accounts

Make sure cross-border clients know the rules and avoid a tax surprise

By Curtis Davis |December 5, 2023

4 min read

The cost of TFSA contributions for non-residents

Case study explains the consequences

By Curtis Davis |September 27, 2023

3 min read

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

By Curtis Davis |March 31, 2023

3 min read

Inflation will affect tax brackets

Indexing helps your clients’ after-tax income keep pace

By Curtis Davis |November 7, 2022

3 min read

Tax-loss selling: investing’s moral victory

Help clients turn investment losses into a tax win

By Curtis Davis |November 3, 2022

5 min read

Estate planning with TFSAs

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies

By Curtis Davis |May 9, 2022

3 min read

Spousal RRSPs: What you need to know

Make sure clients don’t run afoul of the attribution rules

By Curtis Davis |March 14, 2022

3 min read

Three things to do before tax season

Now is the time to review plans jolted by the pandemic

By Curtis Davis |February 4, 2022

3 min read

Tax-efficient drawdowns of RESPs

Help this client and her daughter maximize their savings account

By Curtis Davis |November 2, 2021

3 min read