Need to get your client thinking about estate planning? Try this tip.
Need to get your client thinking about estate planning? Try this tip.
Research the tax implications resulting from your client’s named beneficiary (child, children, spouse or estate) for his registered plans. Present this information to your client, and offer a more tax-efficient option if needed.
If something looks off, double-check your slip
Be sure to comply with new designation rules
Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our...
How parents can file to benefit from a suite of tax advantages
Help clients get the maximum benefit from these accounts
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