Latest columns in Columnists
> Tax & Estate Planning
Jamie Golombek
Tax case illustrates government’s motivation in IPP change
New rules in the 2019 federal budget crack down on commuted value transfers
- May 24, 2019 June 11, 2019
- 09:00
Supreme Court ruling a reminder to advisors about disability planning tool
The top court said Henson trusts shouldn’t interfere with subsidized housing eligibility
- March 25, 2019 March 27, 2019
- 00:00
Taxpayer who didn’t report dividends found not liable
Breaking down gross negligence versus an honest mistake
- February 25, 2019 February 22, 2019
- 00:00
Year-end tax tips for business owners
New rules mean taking steps before Dec. 31
- November 28, 2018 December 4, 2018
- 09:00
> Tax & Estate Planning
Curtis Davis
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
Belated happy 10th anniversary, TFSA
The savings account's first decade saw tremendous success, as well as trials and rule changes. What's next?
- March 15, 2019 March 27, 2019
- 09:00
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Rethink your value proposition
Be clear about what you stand for, so clients won’t fall for what you don’t
- May 24, 2019 June 11, 2019
- 09:00
Clients like you, they really like you—and that’s a problem
There's a shadow side to likability
- May 11, 2018 September 7, 2018
- 00:00
Move over CRM2: MFDA proposes total cost disclosure
Initial industry reaction to the SRO's discussion paper
- April 25, 2018 September 4, 2018
- 00:00
Who helps you create and review your financial plan?
Find out who advises these advisors
- April 13, 2018 September 7, 2018
- 00:00
> Tax & Estate Planning
Keith Masterman
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
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
> Tax & Estate Planning
Rebecca Cicco
An expedient alternative to the post-mortem pipeline
A strategy for business-owner clients to mitigate double taxation at death
- May 9, 2019 May 10, 2019
- 14:00
Proceed with caution when aging seniors request account changes
What advisors should know
- November 12, 2018 November 14, 2018
- 15:00
Holding private company shares at death could cost your client
An expert explains the tax consequences—and how to avoid them
- May 28, 2018 September 13, 2018
- 00:00
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