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Tax & Estate Planning

Lea Koiv

Investment bubble causing financial crisis, overvalued stock market or money inflation concept, businessman investor pumping air into big floating balloon with US Dollar money sign ready to burst.

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

the other side of ESG investing

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

income tax owing

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
personality test

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

time is money

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