STEP roundup: Estate planning tips and tricks

By Staff | June 17, 2013 | Last updated on June 17, 2013
1 min read

Last week, live-tweeted the 15th annual STEP conference.

Over two days, the featured sessions offered helpful tips for advisors dealing with tax and estate planning issues. So if you missed our coverage, check out the stories below:

“Don’t go to jail for your clients”: STEP

CRA answers taxpayer questions: STEP

Pass wealth protection tips on to next generation

Tax avoidance can damage your reputation

CIBC talks efficient investments at STEP

Get help when valuing difficult assets

STEP estate law session

6 tips to fireproof a family business

Help clients avoid gift-giving mistakes: STEP staff


The staff of have been covering news for financial advisors since 1998.