CRA

Shield insurance proceeds from U.S. estate tax Fallback Image Decorative pattern

Tax News

Shield insurance proceeds from U.S. estate tax

Life insurance can play an important role in estate planning. But complexities arise if you’re subject to U.S. estate tax.

By David A. Altro and Jonah Z. Spiegelman |July 20, 2014

4 min read

Shield insurance proceeds from U.S. estate tax Fallback Image Decorative pattern

Tax News

Shield insurance proceeds from U.S. estate tax

Trusts are key to avoiding a costly trap

By David A. Altro and Jonah Z. Spiegelman |June 20, 2014

6 min read

Get clients ready for FATCA Fallback Image Decorative pattern

Tax News

Get clients ready for FATCA

Reporting requirements kick in July 1

By Terry F. Ritchie |June 20, 2014

6 min read

What you missed at STEP’s CRA roundtable Fallback Image Decorative pattern

Estate Planning

What you missed at STEP’s CRA roundtable

If you weren't at this morning's STEP 2014 CRA roundtable on tax, here's what you missed.

By Staff |June 17, 2014

4 min read