Latest columns in Columnists
Tax & Estate Planning
Curtis Davis
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
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
News
Melissa Shin
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
Investments
Mark Rosen
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
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
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