Latest columns in Columnists

>
Tax & Estate Planning

Jamie Golombek

GARY WATERS / GETTY IMAGES

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

Senior couple doing the income tax declaration online

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

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

office work and metaphor for the payment of taxes

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