Tax

Feds improve, streamline RDSP

Despite its austerity, this budget was a huge boon for disabled clients.

By Melissa Shin |March 29, 2012

4 min read

Budget tests client retirement assumptions

There’s no question, the biggest piece of news out of the federal budget is increased age at which Canadians will qualify for Old Age Security payments. The good news is that the government has given plenty of notice.

By Staff |March 29, 2012

3 min read

QDOT: Estate planning for non-U.S. citizen spouse

In Canada as in the United States, the transfer of property from one spouse to the other at death is typically not subject to taxation. The tax rules differ between countries however.

By Francois Bernier |March 28, 2012

5 min read

Is Warren an exception to the “Buffett Rule”?

In August, Warren Buffett challenged the U.S. government with his claim that the rich, himself included, “have been coddled long enough by a billionaire-friendly Congress.”

March 27, 2012

2 min read