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Students at university campus

Talk to clients about pullback of ODSP proposals

Increases to the program have been put on hold

Wooden dock with chair on calm fall lake

Best tax options to transfer the cottage to kids

An expert offers a sample case to help clients avoid tax pitfalls

How to minimize OAS clawback

Answer common client questions about OAS reductions

Financial District of London and the Tower Bridge

How to transfer a U.K. pension to Canada

Many people who have ties to the U.K. have decided to settle in Canada.

Get maximum benefit out of an RDSP

There’s confusion when it comes to the family net income that’s used to calculate the grant entitlement

Help clients understand Qualified Disability Trusts

These trusts are excepted from the new rules for testamentary trusts

More flexibility for estate donations

Last year’s budget changed some of the donation rules, and this article will examine how these changes will impact estate planning.

Should business owners donate through their corporations?

Let’s consider three examples to see which is better

Multiple homes can mean tax savings

The principal residence exemption (PRE) creates a high degree of planning flexibility

5 improvements to the RDSP

The government introduced five positive changes to the RDSP in Budget 2012

Good news for clients with 401(k)

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