Draft legislation also seeks to implement a raft of proposals from Budget 2021
While audits are uncommon, rules introduced in 2015 ensure stringent reporting of assets
Paul Marion will develop a new tax and wealth planning framework for wealthy clients
Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven’t passed legislation to enable them
Factors to consider when setting aside funds for minors
A client scenario with a family cottage shows the importance of planning
Complex relationships are increasing the risk of litigation
The collaboration provides clients who need basic estate planning an affordable, online option
Some want to see loved ones enjoy their inheritance, while others are motivated by financial need
From sports memorabilia to vintage cars, treasured items require special attention