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Investments

Mark Yamada

percentage change

Inflation and the 60/40 portfolio

Some good news — but mostly bad

  • November 7, 2022 November 4, 2022
  • 10:30

An inconvenient truth about ESG investing

Widespread awareness has not translated into widespread impact

  • May 9, 2022 May 9, 2022
  • 10:00

Energy ETFs face a low-carbon future

New risks and rewards from Canada’s second-largest sector

  • March 14, 2022 March 10, 2022
  • 10:00

Beware of post-pandemic globalization

Things are about to get (more) complicated for investors

  • February 4, 2022 February 3, 2022
  • 15:00
Tax & Estate Planning

Jamie Golombek

electrical plug

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

Advisor’s expense claims get cold reception at Tax Court

After starting a side business selling insurance, an advisor went too far in claiming expenses

  • February 4, 2022 February 3, 2022
  • 15:00
Tax & Estate Planning

Curtis Davis

increase in inflation

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

Spousal RRSPs: What you need to know

Make sure clients don’t run afoul of the attribution rules

  • March 14, 2022 March 10, 2022
  • 10:00
Mark Rosen
Investments

Mark Rosen

monkey statue ignore

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
Vivek Bansal
Tax & Estate Planning

Vivek Bansal

Business people at work in their office

What to know about the new intergenerational transfer rules

Business owners planning for succession must meet certain criteria

  • August 23, 2022 August 23, 2022
  • 15:42

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