Tax issues when Canadians have U.S. executors
Tips to avoid cross-border complications
- By: Max Reed
- June 13, 2019 July 11, 2023
- 16:00
Top Stories in Columnists
Is corporate social responsibility just a marketing ploy?
What gets measured, gets attention
- By: Mark Yamada
- June 13, 2019 July 11, 2023
- 14:00
Preparing a family business for sale
Years of organization can precede a sale process—and it’s worth the effort
- By: Mark Groulx
- June 11, 2019 July 11, 2023
- 15:00
Is modern portfolio theory right for your client?
The answer is different for the truly wealthy versus everyone else
- By: Mark Yamada
- May 24, 2019 June 11, 2019
- 09:00
Tax case illustrates government’s motivation in IPP change
New rules in the 2019 federal budget crack down on commuted value transfers
- By: Jamie Golombek
- May 24, 2019 June 30, 2023
- 09:00
Eligible dividends and the OAS clawback
Interest income versus the dividend tax credit
- By: Curtis Davis
- May 24, 2019 June 24, 2023
- 09:00
Better investing through fraud awareness
Avoid mistakes by knowing the warning signs
- By: Al and Mark Rosen
- May 24, 2019 June 11, 2019
- 09:00
Rethink your value proposition
Be clear about what you stand for, so clients won’t fall for what you don’t
- By: Michelle Schriver
- May 24, 2019 June 11, 2019
- 09:00
Tax strategies
Estate planning and the disabled beneficiary
Consider these factors before establishing a Henson trust
- By: Keith Masterman
- May 10, 2019 June 30, 2023
- 14:00
Is pension income splitting available for the year of death?
Help your client’s family by understanding the tax rules
- By: Wilmot George
- May 7, 2019 July 11, 2023
- 15:00
ETFs: all the banks are in
Will investment management fundamentally change?
- By: Mark Yamada
- March 28, 2019 March 28, 2019
- 16:01
Addressing the middle-class gap in financial advice
Rather than courting only HNW clients, advisors should look for ways to serve more households
- By: Mark Burgess
- March 25, 2019 March 25, 2019
- 13:51
Managing risk with the clock ticking
Deck chairs on the Titanic, Part 2
- By: Mark Yamada
- March 25, 2019 March 25, 2019
- 00:00