Home Tax Estate Planning

Latest news in Estate Planning

Bakery owners

TOSI exceptions for your business-owner client

Find out what the CRA says about investment income and selling a business

New trust reporting and disclosure rules are coming

The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information

Dealing with no-contest clauses

What is a no-contest clause, and what do executors need to know?

Students at university campus

Common RDSP misconceptions

The Registered Disability Savings Plan requires proper planning

man checking stocks on newspaper and tablet

Second-generation income and TOSI

Find out when your client’s investment income could be subject to the tax on split income

Dealing with an overly broad (or narrow) encroachment clause

Exercising discretion with estate assets in trusts

Avoiding a dependant’s relief claim

A recent court case illustrates the risks that come with longer lives

Plant a seedling today - environment and education concept with old and young hands protecting a nursling

Help your farmer clients maintain their tax advantages, Part 3

Be aware of the rules and considerations for a tax-deferred property transfer

Seedlings, close up

Help your farmer clients maintain their tax advantages, Part 2

Find out the criteria for determining qualified farm property

Young plant

Help your farmer clients maintain their tax advantages, Part 1

Avoid these pitfalls to access the lifetime capital gains exemption

DUNCAN1890 / GETTY IMAGES

Top 10 tax columns from 2019

From Tax Court drama to cross-border gifts, the most-read articles from our roster of tax experts are still relevant today

  • By: Staff
  • December 23, 2019 December 23, 2019
  • 12:00
House building and city construction concept evening outdoor urban view of modern real estate homes

Time-sharing versus fractional ownership

Help your client choose a vacation property with these tips

How to handle a request to encroach on capital

Tips for dealing with estate assets in trusts

  • By: James Dolan
  • November 29, 2019 November 27, 2019
  • 12:00
Fashion Designer In Studio

What is a ‘related business’ for TOSI purposes?

The answer is not simple, and business-owner clients will need advice

Tired & headache asian businessman work overtime

Golombek’s year-end tax tips

Help your client with timely tax-efficient planning

Financial Advisor Assisting Senior Couple

Can a surviving spouse split her income with her deceased spouse?

More on pension income splitting for the year of death

rich vintage / istockphoto

How the CRA takes the life out of life interest trusts

If your business-owner client uses these trusts, special planning is required

  • By: Kevin Wark
  • October 25, 2019 October 25, 2019
  • 13:00
Nick Shepherd / Getty Images

Are co-executors a good idea?

The pros and cons of two (or more) people managing an estate

Happy family jumping together on the beach

Planning for blended families using trusts

Complex families can have complex needs

Seedlings, close up

Tories, Grits pledge help for green renos

Both parties say they’ll help voters pay for improvements to their homes

FRANCESCOCH / ISTOCKPHOTO

How to deal with income and capital beneficiaries

Executors may have to balance conflicting interests

  • By: James Dolan
  • September 20, 2019 September 20, 2019
  • 15:00
File

How the global privacy debate is playing out in Canada

Legislation affects disclosures on trusts, real estate and corporations

Luxury interior in bright colors of genuine leather in the business jet

Hanging on to HNW assets

A large proportion of wealth managers regard intergenerational wealth transfer as an opportunity to win clients

  • By: Staff
  • August 22, 2019 August 22, 2019
  • 15:07

Can your client disinherit a child?

A court decision in Nova Scotia has implications for estate planning

intergenerational wealth planning

Family conflict, estate planning and the value of advice

Advisors’ influence on family unity is growing