Latest columns in Columnists
Tax & Estate Planning
Lea Koiv
Consider inflation when deciding when to begin CPP
The higher the inflation rate, the bigger the benefit of waiting
- June 28, 2022 June 22, 2022
- 09:00
CRA issues newsletter for registered pension plan contracts
The additional guidance reduces the risk of purchasing a non-compliant annuity
- August 4, 2020 July 31, 2020
- 06:00
Understanding maximum transfer value rules
What clients need to know when commuting a DB pension
- December 15, 2017 September 9, 2018
- 12:03
Should clients take CPP’s post-retirement benefit before age 65?
Clients must answer this question if they’re still working at age 60
- October 20, 2017 January 16, 2019
- 00:00
Investments
Mark Yamada
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
Protecting index investors from dual-class shares
How important is shareholder democracy?
- November 26, 2021 November 26, 2021
- 11:17
Tax & Estate Planning
Jamie Golombek
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
A Tax Court lesson in saving receipts
Expense claims are possible without receipts, but it’s an uphill battle
- October 4, 2021 October 4, 2021
- 16:30
News
Mark Burgess
Adventures in personality testing
What I learned from taking four firms’ personality or behavioural assessments
- May 9, 2022 May 9, 2022
- 10:00
Efficient work isn’t always the most effective
Building trust remotely is still a challenge
- February 4, 2022 February 3, 2022
- 15:00
An unlikely confession about commuting
The loss of that loathsome ritual may be contributing to stress
- November 2, 2021 November 2, 2021
- 12:30
Advisors should get ahead of the ESG backlash
Regulators are asking if ESG funds are doing what they're supposed to. Clients may be asking, too.
- October 4, 2021 October 4, 2021
- 16:30
Tax & Estate Planning
Curtis Davis
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
Three things to do before tax season
Now is the time to review plans jolted by the pandemic
- February 4, 2022 February 3, 2022
- 15:00
Tax-efficient drawdowns of RESPs
Help this client and her daughter maximize their savings account
- November 2, 2021 November 2, 2021
- 12:30
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