Tax

Lower deduction of investment counsel fees hits trusts with AMT Lower deduction of investment counsel fees hits trusts with AMT

Estate Planning

Lower deduction of investment counsel fees hits trusts with AMT

Many trusts may need to amend 2024, 2025 tax returns

By Michelle Schriver |April 10, 2026

5 min read

Why moving a 401(k) to a RRSP isn’t always tax-neutral Why moving a 401(k) to a RRSP isn’t always tax-neutral

Tax Strategies

Why moving a 401(k) to a RRSP isn’t always tax-neutral

The U.S. withholds tax at source, which can cost your client thousands of dollars

By Carson Hamill |April 10, 2026

3 min read

When an alter ego trust might be right for your client When an alter ego trust might be right for your client

Estate Planning

When an alter ego trust might be right for your client

They can be a powerful tool when dealing with complicated family dynamics or alternative assets

By Jonathan Got |April 6, 2026

4 min read

The case for retirement compensation arrangements The case for retirement compensation arrangements

Tax Strategies

The case for retirement compensation arrangements

When successful business owners maximize their registered plans, RCAs can help plan for future income needs

By Andrea Lettner |April 6, 2026

2 min read