Estate Planning

How employee ownership trusts limit estate planning

Challenges for business-owner clients include taxable disposition and compliance costs

By Matt Trotta | June 21, 2023

5 min read

How is an FHSA taxed at death?

It’s not too early to consider the estate implications if someone dies while holding an FHSA

By Rudy Mezzetta | June 9, 2023

5 min read

Taxation of employee stock options

Help your client consider tax-preferential treatment, donation of shares and AMT

By Vivek Bansal | June 6, 2023

5 min read

Understanding the CPP death benefit

The amount has been falling in real terms

By Lea Koiv | May 12, 2023

3 min read