News and resources for Canada's top financial advisors
Est. 1998
Tax News
Few opportunities remain, but traps abound
By Dean DiSpalatro |June 26, 2015
8 min read
Industry
If you missed last week's CRA roundtable, we've got you covered! Check out CRA's tax and estate planning tips for 2015 and beyond.
By Staff |June 19, 2015
3 min read
The use of protectors isn't common in Canada. So, in most cases, our tax laws don't currently address how they should be used.
June 19, 2015
The offshore trust. Once the estate-planning vehicle of choice for wealthy Canadian families, these structures are now largely off-limits.
By Dean DiSpalatro |June 11, 2015
6 min read
Estate Planning
In Canada, trusts have long been considered a mainstay of sound estate planning.
By James Dolan |May 29, 2015
European legislators have been trying to require public disclosure of trust beneficiaries
By James Dolan |May 8, 2015
4 min read
Alter ego trusts no longer caught in double-tax trap
By David A. Altro and Heela Donsky |April 13, 2015
Tips for using wills and lifetime gifts correctly.
By Elaine Blades |March 20, 2015
Estate planning has become much more complicated now that the department of finance has passed legislation to implement some 2014 federal budget measures.
By Stella Gasparro |March 6, 2015
What to do with capital gains in testamentary trusts
February 20, 2015
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