Home Columnists

Top Stories in Columnists

Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

FHSAs and the role of spouses

Help clients get the maximum benefit from these accounts

Alphabet letter wooden blocks with words GIVE in child and parents hands. Family and charity concept
Estate Planning

Proposed AMT could discourage large philanthropic gifts

Only half of the donation tax credit can be applied against the AMT, down from 100%

Students sitting on school stairs smiling teens campus college friends
Matt Trotta

RESPs and blended families

A client scenario illustrates pitfalls to avoid with proper planning

Estate Planning

How employee ownership trusts limit estate planning

Challenges for business-owner clients include taxable disposition and compliance costs

Closeup of paper man pushing tax wooden block on table against gray background
Estate Planning

Taxation of employee stock options

Help your client consider tax-preferential treatment, donation of shares and AMT

Close up on a file tab with the word life insurance, focus on the main text and blur effect. Concept image for illustration of family protection policy
Life

Corporate-owned life insurance as a charitable gift

Avoid bloopers when designating a charity as policy beneficiary

Chalk drawing of house
Tax strategies

Understanding the underused housing tax

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

close up, business man or lawyer accountant working on accounts using a calculator and writing on documents
Tax strategies

T1135 reporting: What your clients need to know

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

Parliament buildings with Canada flag flying in front
Economic

Federal government posts $3.1 surplus for first 11 months of 2022-23 fiscal year

Interest rates pushed debt charges up 40.7%

investment growth
Advisor’s Edge

The real costs of covered-call strategies

Is the latest ETF craze too good to be true?

multigenerational-family
Tax strategies

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

red card
Advisor’s Edge

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

A Tax Court case led to a hefty tax bill

Advisor's Edge last issue cover
Advisor’s Edge

This isn’t an obituary

The demise of the financial advice industry has been predicted frequently over the past quarter century. But you’re still here — and so are we.

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

The last two steps of the process

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

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