Columnists

Chris Delaney

How clients will choose their future advisors

Ways to become their chosen candidate

November 20, 2018

3 min read

Five steps to growing family wealth for the long term: Part 2

The last two steps of the process

October 9, 2018

4 min read

Five steps to growing family wealth for the long term: Part 1

Consciously deciding to sustain family wealth for the long term is atypical

October 2, 2018

4 min read

Frank Di Pietro

Tax & Estate

Understanding the underused housing tax

If your client is an affected owner, they must file a UHT return by Oct. 31 to avoid penalties

May 15, 2023

4 min read

Unexpected tax consequences when accessing real estate equity

Interest deductibility may be at stake

June 18, 2021

3 min read

Deducting home office expenses during the pandemic

The rules are restrictive and deductions require the employer’s support

June 2, 2020

2 min read

Lea Koiv

Tax & Estate

Understanding the CPP death benefit

The amount has been falling in real terms

May 12, 2023

3 min read

What clients should know about the CPP reforms

Clients are paying in but increases to benefits remain minimal for now

April 19, 2023

4 min read

How inflation affects OAS timing

Three case studies to help clients choose when to begin their benefits

January 5, 2023

6 min read

Jacqueline Power

Tax & Estate

T1135 reporting: What your clients need to know

Failure to report foreign-source income can result in high penalties

May 5, 2023

4 min read

Estate planning with trusts

Help your client benefit from these important tools

August 12, 2022

4 min read

Programs and incentives to help first-time homebuyers

These initiatives can help clients enter the housing market

March 31, 2022

4 min read

Carol Bezaire

Tax & Estate

Informal trust accounts: How they do and don’t work

Understand the potential benefits and pitfalls for your client

June 19, 2018

5 min read

Commute this pension or not? Part 2

How a change in client circumstances changes the answer.

February 3, 2017

2 min read

Tax and ETFs: what you need to know

ETFs have unique taxation aspects when they’re held in non-registered accounts

August 10, 2016

4 min read

Akua Carmichael

Tax & Estate

Common gaps when appointing an attorney for property and personal care

A case study explains the challenges

November 10, 2022

5 min read

Power of attorney and incapacity planning: Do you have a plan?

Addressing estate planning’s ignored middle child

September 23, 2022

3 min read

How to avoid succession battles with the family cottage

Keeping it in the family and maintaining harmony

November 2, 2021

4 min read

Rebecca Cicco

Tax & Estate

An expedient alternative to the post-mortem pipeline

A strategy for business-owner clients to mitigate double taxation at death

May 9, 2019

6 min read

Proceed with caution when aging seniors request account changes

What advisors should know

November 12, 2018

3 min read

Holding private company shares at death could cost your client

An expert explains the tax consequences—and how to avoid them

May 28, 2018

6 min read

Margaret O’Sullivan

Tax & Estate

New trust reporting and disclosure rules are coming

The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information

March 27, 2020

3 min read

How the global privacy debate is playing out in Canada

Legislation affects disclosures on trusts, real estate and corporations

September 16, 2019

3 min read

Multiple taxation on death: the taxpayer’s nightmare

Steps to limit tax in other jurisdictions

February 25, 2019

3 min read

Nathalie Boutet

Tax & Estate

Divorce negotiation strategies to protect your clients’ wealth

Advisors can help separating clients by maintaining emotional distance

December 4, 2018

3 min read

Why couples need a financial plan for a trial separation

Tips for managing expenses, mortgages and shared accounts

August 3, 2018

4 min read

Helping clients when addiction leads to divorce

Tips for working with experts when family issues interfere with finances

May 3, 2018

5 min read

Keith Masterman

Tax & Estate

A cautionary tale about executors and clearance certificates

Court decision serves as a warning about property distribution, executor renunciation

December 9, 2022

4 min read

Help clients claim tax credits for charitable donations

A sample scenario illustrates the savings

September 14, 2022

3 min read

All about eligible medical expenses

Help your client claim these non-refundable tax credits

March 23, 2022

4 min read

Jamie Golombek

Tax & Estate

Tax Court case shows consequences of missing — or ignoring — CRA mail

The case involved a mail carrier who claimed he never received notices of reassessment

October 31, 2023

3 min read

Advisor learns the hard way that TFSAs are not for frequent trading

A Tax Court case led to a hefty tax bill

March 31, 2023

3 min read

TFSA overcontributions still a problem

Federal Court case is the latest reminder of the costs

November 7, 2022

4 min read

David Truong

Tax & Estate

How to make good use of Monte Carlo projections

Projections are essential for planning but they rely on the quality of the variables used

August 4, 2021

3 min read

How DTC eligibility loss affects RDSPs

This example highlights tax and planning considerations

January 30, 2018

3 min read

Registered plans and lifetime benefit trusts

What to consider regarding the use of LBTs

January 9, 2018

3 min read

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