Tax & Estate

CRA to postpone enforcement of GST/HST on trailing commissions

Agency intends “material extension” of July 1 deadline, EY says

By Michelle Schriver |May 15, 2026

5 min read

Regulation

Trustee free to decide annuity calculation: court

Use of core CPI instead of headline rate reasonable, court finds

By James Langton |February 23, 2026

2 min read

Regulation

B.C. court tackles novel estate case

Unique provision aims to balance interests, provide greater certainty

By James Langton |February 9, 2026

3 min read

Tax & Estate

Post-mortem planning for private company shares

Using the 164(6) loss carryback technique to avoid double taxation

By Wilmot George |August 13, 2025

7 min read

Tax & Estate

Opinion: Clients who act as executors or powers of attorney need training

The argument for a personal fiduciary certificate program

By Mark O'Farrell and Barb Amsden |July 29, 2025

2 min read

Tax & Estate

Marriage, common-law partnerships and the charitable donation tax credit

Combining charitable donations on one spouse’s return can maximize tax savings

By Wilmot George |February 24, 2025

4 min read

News

B.C. court rejects bid to revise will, impose a trust

Woman sought to have large inheritance placed in fully discretionary trust to avoid losing disability benefits

By James Langton |February 12, 2025

3 min read

Estate Planning

In Ontario, intestate provision treating separated spouses as divorced takes full effect

Updating a will should still top a client’s separation checklist, lawyer says

By Michelle Schriver |January 6, 2025

2 min read

Tax & Estate

Is your client’s will up-to-date?

Tips and traps when reviewing wills

By Matt Trotta |December 11, 2024

6 min read

Tax & Estate

When a gift may not be a gift

Help your client avoid potential litigation over a resulting trust

By Akua Carmichael |November 12, 2024

5 min read

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