Tax

Tax Strategies

Why clients should rethink deliberate TFSA overcontributions

Overcontributions can result in more than a simple penalty tax

By Wilmot George |December 11, 2018

3 min read

Tax News

Tax reminders for clients

EY highlights considerations clients might overlook

By Staff |December 10, 2018

2 min read

Estate Planning

Is your client prepared for a financial windfall?

What advisors should know about sudden wealth syndrome

By Staff |December 10, 2018

2 min read

Tax News

CRA releases draft newsletter for registered pension plan annuity contracts

The much-anticipated guidelines clarify rules around copycat annuities

By Lea Koiv and Alexandra Macqueen |December 6, 2018

3 min read

Tax News

What’s ailing Canada’s tax system

CPA Canada provides answers in a new report

By Staff |December 5, 2018

1 min read

Estate Planning

Divorce negotiation strategies to protect your clients’ wealth

Advisors can help separating clients by maintaining emotional distance

By Nathalie Boutet |December 4, 2018

3 min read

Estate Planning

Are your clients prepared to sell their businesses?

A CFIB survey suggests there's plenty of work to be done

By Staff, with files from The Canadian Press |November 28, 2018

3 min read

Advisor's Edge

Mutual wills: proceed with caution

Examining an alternative to trusts

By Margaret O’Sullivan |November 28, 2018

4 min read

Advisor's Edge

Year-end tax tips for business owners

New rules mean taking steps before Dec. 31

By Jamie Golombek |November 28, 2018

3 min read

Advisor's Edge

Help your client prepare to write a will

Tips to inspire action so clients ace the task we love to avoid

November 28, 2018

9 min read

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