Latest columns in Columnists
Jon Hreljac
Buyer beware: Foreign income in a corporation
Help business-owner clients manage foreign dividend investments
- January 28, 2022 January 28, 2022
- 12:27
Jim Otar
Inflation lessons from history
It’s time to stress-test client portfolios
- December 17, 2021 December 17, 2021
- 11:17
How asset allocation impacts portfolio recovery
Don’t underestimate the behavioural element
- July 16, 2020 August 13, 2020
- 13:15
How long until my portfolio recovers from March’s sell-off?
Using historical returns to forecast a recovery
- June 12, 2020 June 22, 2020
- 09:00
Rebecca Hett
In-trust-for accounts and taxation
Factors to consider when setting aside funds for minors
- December 9, 2021 December 9, 2021
- 11:57
What the disability tax credit means for eligible Canadians and their families
Qualification is a gateway to additional tax savings
- May 14, 2021 June 22, 2021
- 15:13
How to deduct home office expenses
Here’s what your clients need to know for the 2020 tax year
- February 4, 2021 February 4, 2021
- 16:30
Transferring a 401(k) or IRA to Canada
Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans
- November 26, 2020 December 21, 2020
- 14:04
David Truong
How to make good use of Monte Carlo projections
Projections are essential for planning but they rely on the quality of the variables used
- August 4, 2021 August 4, 2021
- 14:36
How DTC eligibility loss affects RDSPs
This example highlights tax and planning considerations
- January 30, 2018 May 13, 2019
- 14:00
Registered plans and lifetime benefit trusts
What to consider regarding the use of LBTs
- January 9, 2018 September 12, 2018
- 15:01
DTC eligibility for taxpayers with Type 1 diabetes
Why people living with Type 1 diabetes have been refused the Disability Tax Credit
- December 20, 2017 September 4, 2018
- 15:30
Tim Brisibe
Non-resident executors and posting bond
Clients may need to revise their wills if they’ve named out-of-jurisdiction executors
- May 11, 2021 May 11, 2021
- 12:00
Effective beneficiary designations when converting RRSPs to RRIFs
Help your client avoid these estate planning pitfalls
- October 2, 2020 July 15, 2021
- 09:00
When does an enduring power of attorney become active?
Knowing the answer will help you and your client prepare for incapacity
- May 8, 2020 May 12, 2020
- 15:00
Using the principal residence exemption when transitioning to retirement living
Know the tax implications when moving into care
- July 26, 2018 September 10, 2018
- 00:00