October 2018

Month

Holding title to U.S. personal-use property after Trump’s tax changes

Holding title to U.S. personal-use property after Trump’s tax changes

What Canadian snowbirds need to know

By David A. Altro |October 15, 2018

0 MINS READ min read

Caution when counselling DB-to-IPP transfers

Caution when counselling DB-to-IPP transfers

A legal case sounds a note of caution for advisors

By Doug Carroll |October 15, 2018

0 MINS READ min read

The downside of disclosure, and other tips

The downside of disclosure, and other tips

Three things we learned at BEworks' financial services summit

By Mark Burgess |October 15, 2018

0 MINS READ min read

Country of the month: Argentina

Country of the month: Argentina

A look at the crisis in South America's third-largest economy

By Mark Burgess |October 15, 2018

0 MINS READ min read

Foreign withholding tax: Is the credit always worth it?

Foreign withholding tax: Is the credit always worth it?

Comparing tax options for foreign dividend-paying stocks

By Curtis Davis |October 15, 2018

0 MINS READ min read

When to pull the goalie

When to pull the goalie

What an unorthodox hockey strategy teaches us about investing and managing clients

By Mark Burgess |October 15, 2018

0 MINS READ min read

Preparing for the passing of accounts

Preparing for the passing of accounts

Common disputes and how executors can avoid them

By James Dolan |October 15, 2018

0 MINS READ min read

Avoid unexpected tax on real estate purchases

Avoid unexpected tax on real estate purchases

Buying from a non-resident requires careful planning

By Jamie Golombek |October 15, 2018

0 MINS READ min read

Advertising in an age of disruption

Advertising in an age of disruption

Breaking down holding company WPP's financial statements in a tumultuous year

By Mark Burgess |October 15, 2018

0 MINS READ min read

Should your client consider a copycat annuity?

Should your client consider a copycat annuity?

What to know when commuting a pension

By Lea Koiv and Alexandra Macqueen |October 15, 2018

0 MINS READ min read

More from 2018

AE April 2018 cover