News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Recent and coming changes to national and provincial estate legislation
By James Dolan |May 24, 2013
6 min read
Economic Indicators
Heading to the cottage? So are your clients. So learn how to help them protect their treasured assets from taxes.
By Staff |May 17, 2013
2 min read
Industry
The U.S. wants Canadian snowbirds to stay south of the border.
By Terry F. Ritchie |May 15, 2013
5 min read
Heather’s parents left her vacation properties at ski resorts in Utah and Switzerland. Should she keep them, or sell?
By Dean DiSpalatro |April 9, 2013
4 min read
A blog post on the O’Sullivan Estate Lawyers website explains some Canadians are U.S. citizens – and don't even know it.
By Staff |March 21, 2013
1 min read
The estate of Michael Jackson is taking the IRS to court to dispute a tax bill.
By Staff |February 10, 2013
As loved ones gather for the holidays, some clients no doubt ponder who will remain in the will—and who gets cut out. Whether your clients are in the 1% or the 99, they’ll want to do their best by their future heirs and they’ll look to you for guidance on education about their options. As […]
By Staff |January 22, 2013
The U.S. passed The American Taxpayer Relief Act last week. Here’s an overview of the estate tax implications.
By Terry F. Ritchie |January 9, 2013
3 min read
Recent revisions to the Estate Administration Tax Act (Ontario), under which the Province charges tax of approximately 1.5% of the value of an estate when a will is probated by the court (colloquially “probate fees”), should be of concern to everyone because of the new reporting, enforcement and penalty provisions in the Act, explains Susannah B. Roth of O’Sullivan Estate Lawyers.
By Staff |December 7, 2012
President Obama’s re-election may mean higher taxes for Americans in Canada and Canadians with American property. Why?
By Terry F. Ritchie |December 4, 2012
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