What happens when an attorney sets up an inter vivos trust for a donor under a power of attorney? Follow Frank’s situation to see how…
What an international effort may mean for some Canadians.
When an insurance policy owned by a corporation changes hands, what are the tax implications?
What clients should know before they transfer ownership of a life insurance policy.
A new process has been added to the Ontario Estate Administration Tax Act. Find out what this means for trustees, practitioners and clients, and who…
A sound estate plan almost always involves a will. Do your clients have one? Do they keep it current?
Before your clients retire, encourage them to obtain and organize these important documents.
Gift-giving is thoughtful. But depending on the circumstances, it can also be taxing. Learn how U.S. gift tax could affect your clients.
A new continuing education (CE) course provides valuable information to help you discuss retirement planning and the impact taxes will have on a client’s retirement…
U.S. taxes can affect Canadians who don’t even live in the United States. Learn how U.S. estate taxes could impact your clients and ways to…
Identify the impact to taxes and retirement savings when clients own foreign property.
When a client dies, their registered plans could face a major tax hit. Fortunately, there are ways to minimize the impact.
The April 30 tax filing deadline is fast approaching. These quick tips could save them some money!
In this first of two articles, we’ll look at three options for transferring an RRSP at death, and how you can help.
Within the next 10 years, $895 billion is expected to change hands through intergenerational wealth transfers.
“Instead of your clients directing their money to the federal and provincial governments through taxes, help them direct it to their families and the organizations…
April is income tax season and your clients may be eligible for a tax credit. If your clients have income from a pension or certain…
Leaving a legacy means different things to different clients. Some may want to be remembered for the memories they created with those around them when…
During the holiday season, many Canadians give back to their community through charitable donations or volunteer work. Some retirees, or those approaching retirement, may not…
With a projected $895 billion inheritance coming their way over the next ten years, will boomers pay it forward? What does leaving a legacy mean…
As more and more baby boomers get ready to retire, so are the thousands of entrepreneurs within this generation – many of whom would benefit…
It’s safe to say that most people would rather leave a legacy from their hard-earned money to the loved ones and organizations they care about—a…