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Help clients choose settlement options

An insurance policy’s fine print gives you a lot of control

Are your clients managing the finances of others?

One in ten Canadians are looking after the finances of a family member or close friend, finds a CIBC poll. But 31% of those doing…

  • By: Staff
  • July 27, 2012 August 21, 2018
  • 09:51

Saving money on business succession

Heirs can buy your business for minimal cost and you can relieve your tax burden

Help business owner clients sell out

How to move your company to a new generation of owners

Wealthy hide $21 trillion in offshore accounts

The world’s wealthy have shielded at least $21 trillion from taxes in more than 80 offshore jurisdictions, says the Tax Justice Network.

Business owners should use dividends

Why business owners should pay themselves with dividends, not salary

Claim the capital gains exemption

The capital gains exemption is one of the most valuable tax incentives provided to shareholders of private corporations in Canada

U.S. immigrants bring tax troubles

In 2010, the U.S. Congress promised it would make major changes, effective 2012. Halfway through that year, Congress – and the Federal agencies it oversees…

  • By: Staff
  • July 23, 2012 August 21, 2018
  • 06:00

CRA cracks down on the wealthy

Don’t let your clients get caught up in the CRA's related party initiative dragnet. If one or more of the following questions apply to them,…

Get clients to make estate decisions

Over one-third of Canadians don’t have a valid will; even at the low end, that’s a sorry state of affairs. If clients don’t want the…

Can clients trust their heirs?

Don’t let irresponsible kids delay your succession or estate planning—a unique trust structure lets you maintain control of assets

An estate planning checklist

Get started with our 24-point plan

Take advantage of spousal loans now

For the 14th consecutive quarter, the prescribed rate on spousal loans is staying at 1%.

Estimating the cost of CPP additions for employees

Here’s what we can expect to pay under the new system

How to plan around the small business tax changes

Strategies to address the new rules in 2019

Inform clients of eligible moving expense deductions

Tax savings could help offset the rising cost of relocation

Do executors need insurance?

The growth of online estate planning resources makes it easier for beneficiaries to inform themselves about their entitlements

  • By: James Dolan
  • September 21, 2018 September 21, 2018
  • 12:00

Keep estate planning documents safe

A key consideration that’s often overlooked

How spousal rights can affect your client’s estate

What you need to know