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Tax & Estate Planning

Curtis Davis

multigenerational-family

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

  • March 31, 2023 March 29, 2023
  • 10:00

Inflation will affect tax brackets

Indexing helps your clients’ after-tax income keep pace

  • November 7, 2022 November 4, 2022
  • 10:30

Tax-loss selling: investing’s moral victory

Help clients turn investment losses into a tax win

  • November 3, 2022 November 3, 2022
  • 12:17

Estate planning with TFSAs

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

  • May 9, 2022 May 5, 2022
  • 10:00
Tax & Estate Planning

Jamie Golombek

red card

Advisor learns the hard way that TFSAs are not for frequent trading

A Tax Court case led to a hefty tax bill

  • March 31, 2023 April 14, 2023
  • 10:00

TFSA overcontributions still a problem

Federal Court case is the latest reminder of the costs

  • November 7, 2022 November 4, 2022
  • 10:30

CRA can use ‘arbitrary assessments’ to fill a filing void

A Tax Court case offers a warning about missing corporate returns

  • May 9, 2022 May 5, 2022
  • 10:00

No court relief for accidental RRSP overcontribution

A lack of understanding about spousal RRSP limits was no excuse

  • March 14, 2022 March 10, 2022
  • 10:00
Advisor's Edge last issue cover

This isn’t an obituary

The demise of the financial advice industry has been predicted frequently over the past quarter century. But you’re still here — and so are we.

  • March 31, 2023 April 21, 2023
  • 10:00

The financial industry wants you — to mentor

The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge

  • March 14, 2022 March 10, 2022
  • 10:00

Racial justice, one year later

Editorial: Financial firms still have work to do in acknowledging their role in systemic racism

  • May 11, 2021 May 11, 2021
  • 09:30

What financial firms are doing to fight systemic racism

Advisor's Edge asked 20 banks, asset managers, insurers and advisory firms how they are addressing anti-Black racism

  • July 16, 2020 July 17, 2020
  • 10:23
Mark Rosen
Investments

Mark Rosen

woman running money

Should advisors ride the coattails of activist investors?

Lack of long-term gains might mean it’s time to exit a stock instead

  • March 31, 2023 March 29, 2023
  • 10:00

Should advisors buy shares with inferior voting rights?

Better to focus on whether a company is evolving or stagnating

  • November 7, 2022 November 4, 2022
  • 10:30
Tax & Estate Planning

Keith Masterman

red emergency button

A cautionary tale about executors and clearance certificates

Court decision serves as a warning about property distribution, executor renunciation

  • December 9, 2022 December 9, 2022
  • 15:00

Help clients claim tax credits for charitable donations

A sample scenario illustrates the savings

  • September 14, 2022 September 19, 2022
  • 15:58

All about eligible medical expenses

Help your client claim these non-refundable tax credits

  • March 23, 2022 March 23, 2022
  • 11:14

Help your client plan for income when a spouse dies

A sample case illustrates the impacts for the surviving spouse

  • November 22, 2021 November 22, 2021
  • 14:11