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Tax & Estate Planning

Nathalie Boutet

Couple walking during heavy snowstorm on the alley under the trees

Divorce negotiation strategies to protect your clients’ wealth

Advisors can help separating clients by maintaining emotional distance

  • December 4, 2018 December 4, 2018
  • 15:30

Why couples need a financial plan for a trial separation

Tips for managing expenses, mortgages and shared accounts

  • August 3, 2018 September 10, 2018
  • 00:00

Helping clients when addiction leads to divorce

Tips for working with experts when family issues interfere with finances

  • May 3, 2018 September 4, 2018
  • 00:00

How advisors can support healthier divorces

Ideas to help clients going through tough times

  • March 7, 2018 September 4, 2018
  • 13:57
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Tax & Estate Planning

Margaret O’Sullivan

wills-estate-battle

Mutual wills: proceed with caution

Examining an alternative to trusts

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

Keep estate planning documents safe

A key consideration that’s often overlooked

  • September 21, 2018 September 20, 2018
  • 12:00

Powers of attorney for the mobile client

Preventing estate problems when a client lives in multiple jurisdictions

  • July 13, 2018 September 10, 2018
  • 00:00

How U.S. personal tax changes affect estate planning

An overview of major changes impacting Canadians with U.S. connections

  • May 8, 2018 September 10, 2018
  • 00:00
Side view of a serious businessman scrolling on a tablet

Overcome the challenges of decumulation

Why this feat is so difficult

  • November 28, 2018 January 17, 2019
  • 09:00

The changing definition of risk

When clients don’t meet goals on time

  • October 15, 2018 January 17, 2019
  • 16:53

Proposed regulations will change how you manage money

Understanding “jam jar” investment management

  • September 21, 2018 January 17, 2019
  • 12:00

Risk-reward lessons from the boys of summer

Evaluating risk to achieve a goal

  • July 13, 2018 September 10, 2018
  • 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

What we learned talking to clients and advisors across Canada

Summer reading to improve your practice

  • June 18, 2018 September 9, 2018
  • 00:00

Financial wisdom in unlikely places

Humanizing the methods and challenges of finance

  • April 13, 2018 September 7, 2018
  • 00:00
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Tax & Estate Planning

Jamie Golombek

New Year's Eve celebration

Year-end tax tips for business owners

New rules mean taking steps before Dec. 31

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

Avoid unexpected tax on real estate purchases

Buying from a non-resident requires careful planning

  • October 15, 2018 October 15, 2018
  • 17:14

A warning on interest deductibility

The Tax Court ruled on interest deductibility relating to returns of capital used for personal purposes

  • July 13, 2018 September 10, 2018
  • 00:00

There may be relief for delinquent T1135 filers

New case requires CRA to reconsider penalty for late reporting

  • June 18, 2018 September 21, 2018
  • 00:00