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Estate planning with trusts

Help your client benefit from these important tools

Programs and incentives to help first-time homebuyers

These initiatives can help clients enter the housing market

Help your client with tax-efficient charitable giving

Use these tips to make the most of a donation tax credit

Bridge to Canada Sign

Avoid cross-border pitfalls with TFSAs

U.S. tax rules can lead to TFSA troubles

Closeup of paper man pushing tax wooden block on table against gray background

What clients should know about CERB

Rules govern coordination with other benefits, repayment

Happy family jumping together on the beach

Planning for blended families using trusts

Complex families can have complex needs

multiracial business meeting in boardroom, sitting at a table

CPP enhancements: what to tell clients

Younger clients will enjoy a greater benefit from changes introduced this year

Students at university campus

Talk to clients about pullback of ODSP proposals

Increases to the program have been put on hold

Wooden dock with chair on calm fall lake

Best tax options to transfer the cottage to kids

An expert offers a sample case to help clients avoid tax pitfalls

How to minimize OAS clawback

Answer common client questions about OAS reductions

Financial District of London and the Tower Bridge

How to transfer a U.K. pension to Canada

Many people who have ties to the U.K. have decided to settle in Canada.

Get maximum benefit out of an RDSP

There’s confusion when it comes to the family net income that’s used to calculate the grant entitlement

Help clients understand Qualified Disability Trusts

These trusts are excepted from the new rules for testamentary trusts

More flexibility for estate donations

Last year’s budget changed some of the donation rules, and this article will examine how these changes will impact estate planning.

Should business owners donate through their corporations?

Let’s consider three examples to see which is better

Multiple homes can mean tax savings

The principal residence exemption (PRE) creates a high degree of planning flexibility

5 improvements to the RDSP

The government introduced five positive changes to the RDSP in Budget 2012

Good news for clients with 401(k)

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