Tax

Tax planning in tough markets Fallback Image Decorative pattern

Industry

Tax planning in tough markets

While few things can tame the whims of the TSX, NYSE or Nasdaq, advisors have a great deal of control over how much tax their clients pay. It’s often said a dollar that doesn’t make it to the CRA is as good as a dollar earned.

By Staff |June 28, 2012

3 min read

Are your clients paying too much tax? Fallback Image Decorative pattern

Tax News

Are your clients paying too much tax?

Whether it’s a co-ownership of a family cottage with a sibling, or of an urban rental property, the legal structure of the ownership agreement plays a key role in determining tax implications.

By Vikram Barhat |June 28, 2012

6 min read

Protect businesses from husbands Fallback Image Decorative pattern

Estate Planning

Protect businesses from husbands

Your client’s a successful woman who owns a thriving business, Her husband has little or nothing to do with it. Still, she wants to make him a shareholder. Why?

By David H. Shlagbaum |June 28, 2012

3 min read

Insurance won’t solve everything Fallback Image Decorative pattern

Estate Planning

Insurance won’t solve everything

Those who have experienced life-threatening situations understand the appeal of life and critical illness insurance. But are those protections enough? “[Couples] need to consider having a mandate in case of incapacity. This is particularly important if you’re common-law spouses and thus not recognized by the civil code,” says Helene Marquis, regional director of Wealth Advisory Services, CIBC Private Investment Consultation.

By Martha Porado |June 28, 2012

1 min read