Doug Carroll

Tax & Estate

Doug Carroll, JD, LLM (Tax), CFP, TEP, is a tax and estate consultant in Toronto.

What to know before commuting a pension

Financial Planning

What to know before commuting a pension

The rules are complex, and so is your decision

By Doug Carroll |November 27, 2023

1 min read

What you need to consider before downsizing in retirement

Financial Planning

What you need to consider before downsizing in retirement

There’s a lot more to think about than projected savings

By Doug Carroll |October 10, 2023

1 min read

Can a trust avoid tax on a deceased person’s RRSP?

Estate Planning

Can a trust avoid tax on a deceased person’s RRSP?

A trustee’s tax liability has limits, a court case suggests

By Doug Carroll |March 23, 2021

1 min read

Chess and retirement planning

Estate Planning

Chess and retirement planning

The decumulation game requires a dynamic strategy

By Doug Carroll |January 22, 2021

1 min read

Budgeting for 2021 CPP changes — and beyond

Tax News

Budgeting for 2021 CPP changes — and beyond

Will the pandemic lead to higher future premiums?

By Doug Carroll |November 13, 2020

1 min read

A tax strategy about nothing

Tax Strategies

A tax strategy about nothing

What Seinfeld can teach us about the value of staying the course

By Doug Carroll |July 2, 2020

1 min read

How medical symptom checkers can shine a light on robo-advice

Tax Strategies

How medical symptom checkers can shine a light on robo-advice

The limits of expert systems

By Doug Carroll |June 9, 2020

1 min read

Emergency fund advice in a time of crisis

Planning and Advice

Emergency fund advice in a time of crisis

Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know

By Doug Carroll |April 1, 2020

1 min read

Disputing when critical illness insurance is payable

Living Benefits

Disputing when critical illness insurance is payable

Former cabinet minister John Manley lost a case contesting a policy's "triggering event"

By Doug Carroll |January 28, 2020

1 min read

Corporate investments and the small business rate

Planning and Advice

Corporate investments and the small business rate

Developing a plan for extracting corporate money

By Doug Carroll |February 5, 2019

1 min read

Caution when counselling DB-to-IPP transfers

Advisor's Edge

Caution when counselling DB-to-IPP transfers

A legal case sounds a note of caution for advisors

By Doug Carroll |October 15, 2018

1 min read

Estimating the cost of CPP additions for employees

Advisor's Edge

Estimating the cost of CPP additions for employees

Here’s what we can expect to pay under the new system

By Doug Carroll |September 21, 2018

1 min read

Can you rely on archived CRA communications?

Advisor's Edge

Can you rely on archived CRA communications?

What the agency says

By Doug Carroll |July 13, 2018

1 min read

Decorative pattern

Advisor's Edge

Goodbye tax on tax

What Ontario’s surtax elimination means

By Doug Carroll |May 11, 2018

1 min read

Decorative pattern

Advisor's Edge

Why to abandon, not expand, the RRSP Home Buyers’ Plan

A tax expert does the math

By Doug Carroll |February 17, 2018

1 min read

Decorative pattern

Tax Strategies

How the prescribed interest rate interacts with employee loans

Where the opportunities and exposure lie

By Doug Carroll |November 24, 2017

1 min read

Decorative pattern

Advisor's Edge

What T+2 means for tax timing

This year, crystallize capital transactions by Dec. 27

By Doug Carroll |November 14, 2017

1 min read

Decorative pattern

Tax News

Tax support for clients with disabilities

These credits can help ease financial stress

By Doug Carroll |September 22, 2017

1 min read

Decorative pattern

Tax News

More tax support for clients with disabilities

How to help dependants, and other tips

By Doug Carroll |September 22, 2017

1 min read

Decorative pattern

Tax News

What an interest rate rise would mean for prescribed loans

Effects on spousal and employee loans

By Doug Carroll |September 22, 2017

1 min read

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