Latest columns in Columnists
Vivek Bansal
What your clients should know about real estate renos and repairs
For the best tax treatment, distinguish between current and capital expenses
- May 2, 2022 May 2, 2022
- 15:04
Unintended tax consequences of joint tenancy with a right of survivorship
A client scenario with a family cottage shows the importance of planning
- December 3, 2021 December 3, 2021
- 14:23
Potential tax implications from renting a principal residence
A change in use could result in a deemed disposition
- July 22, 2021 July 22, 2021
- 14:16
How should your clients own real estate properties?
There are benefits and risks to owning property personally, through a trust or through a corporation
- November 27, 2020 November 26, 2020
- 10:00
Jacqueline Power
Programs and incentives to help first-time homebuyers
These initiatives can help clients enter the housing market
- March 31, 2022 March 31, 2022
- 14:32
Help your client with tax-efficient charitable giving
Use these tips to make the most of a donation tax credit
- November 23, 2021 November 23, 2021
- 16:18
Avoid cross-border pitfalls with TFSAs
U.S. tax rules can lead to TFSA troubles
- July 9, 2021 July 9, 2021
- 15:11
Severance planning: What your client should consider
Use these tips for discussions and decision-making
- March 2, 2021 March 1, 2021
- 14:00
Wilmot George
Love and taxes, Part II: Tax and estate planning for two spouses
Tax rules offer flexibility when a client has both a spouse and a common-law partner
- March 30, 2022 March 30, 2022
- 11:35
Love and taxes: What the CRA needs to know about your intimate relationships
Completing the T1’s marital status isn’t always straightforward
- November 30, 2021 November 30, 2021
- 16:33
Don’t let real estate add to relationship woes
Consider the tax consequences before transferring property after a separation
- July 19, 2021 July 19, 2021
- 14:00
RRSPs, RRIFs and withholding taxes at death
The absence of withholding taxes can create unexpected consequences if no planning is done
- March 19, 2021 March 19, 2021
- 14:00
Keith Masterman
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
Help your client avoid losing GRE status
Contributions and loans to a graduated rate estate can have tax consequences
- September 7, 2021 September 7, 2021
- 14:06
Wills and power of attorney for cross-border clients
Planning for foreign assets may require multiple documents
- March 18, 2021 March 18, 2021
- 14:00
Melissa Shin
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
What cheap investing means for Canada
The regulatory regime has not caught up to investors’ needs
- March 25, 2020 April 13, 2020
- 16:50