Authors Archive | Page 3 of 5

In this article, we’ll look at two key disadvantages of incorporating and address a series of other considerations that come into play when deciding whether or not to incorporate.

November 23, 2015

4 min read

Primer on professional corporations, Part 1

In this first part of a two-part series, we’ll let’s look at the advantages of incorporating.

November 16, 2015

4 min read

10 ways to protect business owners from creditors

Whether they’re established entrepreneurs or just starting out, it’s important that your business-owner clients regularly review their creditor protection strategies.

October 15, 2015

3 min read

Max Reed

Tax & Estate

A perfect storm is brewing for non-compliant U.S. taxpayers abroad

Subtle changes mean clients may want to act soon

May 4, 2020

4 min read

Tax issues when Canadians have U.S. executors

Tips to avoid cross-border complications

June 13, 2019

3 min read

Pleading not GILTI: tax deferral strategies for Canadian-resident U.S. citizens

The story behind global intangible low-taxed income

February 23, 2018

5 min read

Craig White and Grant White

Communicating and pricing your value: part 2

We had such a positive response to our last article that we thought we’d do a follow up with more practical tips.

June 16, 2016

3 min read

Knowing, communicating and pricing your value

We recently attended a two-day coaching course on the challenge of knowing and pricing your value. Here’s what we learned.

April 18, 2016

3 min read

How to effectively generate referrals

In some ways, referrals are the best way to build a business because prospects already have a good feeling about you. Here are two strategies to boost referrals.

December 1, 2015

3 min read

Ted Michalos

Tax & Estate

This debt repayment plan can shield clients from creditors

Clients in four provinces have access to this niche repayment option.

December 12, 2016

3 min read

Advise clients before they make loans

Many clients know all about the benefits and perils of borrowing money, but it’s likely they’re less prepared to be lenders.

September 21, 2016

3 min read

What to do when a business owner goes personally bankrupt

There may come a time when one of your clients calls to say, “I’ve gotten myself into a financial mess and I think I need to file for bankruptcy.”

June 1, 2016

4 min read

Steve Barban and Russell Hope

Investments

Should you invest in these tech companies?

Here are a couple of companies that pass our criteria, one that doesn’t, and another that is unavailable publicly.

September 23, 2015

4 min read

Which Canadian companies should you buy?

Three companies that could serve portfolios well.

August 4, 2015

3 min read

Which car companies should you invest in?

Investing in the auto sector, while enticing, must be done with caution, given the ebbs and flows of both vehicle sales and consumer tastes. Let’s examine some names.

April 28, 2015

4 min read