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Tax & Estate Planning

Akua Carmichael

Avoiding a dependant’s relief claim

A recent court case illustrates the risks that come with longer lives

  • February 7, 2020 February 6, 2020
  • 09:30

Avoiding estate litigation

Estate planning centres on one main goal: preserving estate assets. While advisors offer planning advice and employ various strategies to reduce the tax liability of…

  • May 29, 2013 August 21, 2018
  • 05:59

Creating a circle of trust

Testamentary trusts can be a useful tool in creating an estate plan, and ensuring that spouses who remarry, children from previous marriages and disabled children…

  • May 14, 2010 June 16, 2018
  • 00:00

Assessing Trustee Liability

The Ontario Superior Court case, Hicks v. Hicks, 2003 CanLii 2132 (ON S.C.), presents some interesting issues regarding trustee liability in situations where a trust…

  • May 1, 2010 June 16, 2018
  • 10:45
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Tax & Estate Planning

Rebecca Hett

Plant a seedling today - environment and education concept with old and young hands protecting a nursling

Help your farmer clients maintain their tax advantages, Part 3

Be aware of the rules and considerations for a tax-deferred property transfer

  • February 6, 2020 February 6, 2020
  • 16:25

Help your farmer clients maintain their tax advantages, Part 2

Find out the criteria for determining qualified farm property

  • January 31, 2020 February 6, 2020
  • 14:00

Help your farmer clients maintain their tax advantages, Part 1

Avoid these pitfalls to access the lifetime capital gains exemption

  • January 30, 2020 January 30, 2020
  • 12:00

Tax implications of divorce, Part 2

Settling different types of property

  • April 10, 2019 April 3, 2019
  • 14:27
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Tax & Estate Planning

Doug Carroll

gavel

Disputing when critical illness insurance is payable

Former cabinet minister John Manley lost a case contesting a policy's "triggering event"

  • January 28, 2020 January 28, 2020
  • 16:16

Corporate investments and the small business rate

Developing a plan for extracting corporate money

  • February 5, 2019 February 5, 2019
  • 10:00

Caution when counselling DB-to-IPP transfers

A legal case sounds a note of caution for advisors

  • October 15, 2018 October 23, 2018
  • 17:32

Estimating the cost of CPP additions for employees

Here’s what we can expect to pay under the new system

  • September 21, 2018 February 1, 2019
  • 12:00
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Tax & Estate Planning

Keith Masterman

House building and city construction concept evening outdoor urban view of modern real estate homes

Time-sharing versus fractional ownership

Help your client choose a vacation property with these tips

  • December 18, 2019 December 17, 2019
  • 14:00

Can your client disinherit a child?

A court decision in Nova Scotia has implications for estate planning

  • August 19, 2019 August 19, 2019
  • 14:50

Estate planning and the disabled beneficiary

Consider these factors before establishing a Henson trust

  • May 10, 2019 May 7, 2019
  • 14:00

Tax planning when your client receives severance

The tax implications depend on how severance is characterized

  • January 15, 2019 June 27, 2019
  • 16:21
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Tax & Estate Planning

Wilmot George

Financial Advisor Assisting Senior Couple

Can a surviving spouse split her income with her deceased spouse?

More on pension income splitting for the year of death

  • November 15, 2019 November 13, 2019
  • 16:00

Tax and estate concerns at different life stages

Tips for serving clients of all ages

  • October 25, 2019 October 28, 2019
  • 13:00

Selling real estate? The CRA is watching

What clients need to know about reporting transactions

  • July 18, 2019 July 17, 2019
  • 15:00

Is pension income splitting available for the year of death?

Help your client’s family by understanding the tax rules

  • May 7, 2019 May 6, 2019
  • 15:00