Tax News

Case study: Estate freeze trims entrepreneur’s tax bill Fallback Image Decorative pattern

Estate Planning

Case study: Estate freeze trims entrepreneur’s tax bill

There’s a thin line between maximizing tax efficiency and being offside with CRA.

By Dean DiSpalatro |February 6, 2015

5 min read

Dealing with foreign wealth Fallback Image Decorative pattern

Estate Planning

Dealing with foreign wealth

Review trusts, pensions and other assets for non-U.S. dual citizens

By Suzanne Yar Khan |February 6, 2015

7 min read

How helping charities boosts assets Fallback Image Decorative pattern

Market Insights

How helping charities boosts assets

Well-meaning charitable board members usually gather quarterly to make decisions about how to invest millions of dollars

By Jessica Bruno |February 6, 2015

5 min read

Build family trusts properly Fallback Image Decorative pattern

Advisor's Edge Report

Build family trusts properly

Running afoul of tax rules could cost clients

By Melissa Shin |January 23, 2015

8 min read