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Vivek Bansal
Tax & Estate Planning

Vivek Bansal

Hard working craftsman working with planer in a workshop for woodwork. Handsome man with tattoo and beard.

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
Tax & Estate Planning

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
Tax & Estate Planning

Wilmot George

Financial Advisor Assisting Senior Couple

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
Tax & Estate Planning

Keith Masterman

A doctor and an elderly patient are indoors at the woman's home. The doctor is talking to the woman while holding a tablet computer.

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
recruitment

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