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Financial Advisor Assisting Senior Couple

Can a surviving spouse split her income with her deceased spouse?

More on pension income splitting for the year of death

photo of hands holding pen under document and pressing calculator buttons

Compounding is a double-edged sword

Breaking down various fee scenarios

  • By: Mark Yamada
  • October 30, 2019 October 30, 2019
  • 13:43
SCIENCE PHOTO LIBRARY / getty images

A life insurance policy loan or a loan against the policy?

A Tax Court case shows the difference for taxation

rich vintage / istockphoto

How the CRA takes the life out of life interest trusts

If your business-owner client uses these trusts, special planning is required

  • By: Kevin Wark
  • October 25, 2019 June 30, 2023
  • 13:00
ILANA KOHN / GETTY IMAGES

Interpreting short-seller reports

Why advisors should use their intuition

123rf stock photo

Tax and estate concerns at different life stages

Tips for serving clients of all ages

The men and women go hand in hand on the arrow

Finding the courage to be a leader

Industry research can make advisors feel vulnerable. Use that feeling as a call to action.

Happy family jumping together on the beach

Planning for blended families using trusts

Complex families can have complex needs

A happy ending for another Form T1135 debacle

A Tax Court judge found the CRA was overzealous in issuing a penalty for late filing

Concept of break career of a businessman

Is value investing broken?

Patience has a price

  • By: Mark Yamada
  • September 20, 2019 September 20, 2019
  • 15:00
ERHUI1979 / ISTOCKPHOTO

Tax changes looming for employees receiving stock options

Help clients navigate the new rules

Will document

Can your client disinherit a child?

A court decision in Nova Scotia has implications for estate planning

canadian money house on white background

Selling real estate? The CRA is watching

What clients need to know about reporting transactions