Wilmot George – Advisor's Edge

FHSAs and the role of spouses

michelleschriver — Tue, 10 Oct 2023 19:34:22 +0000

Help clients get the maximum benefit from these accounts

michelleschriver — Fri, 06 Jan 2023 18:43:39 +0000

Transactions, including property flipping, require proper tax reporting

michelleschriver — Mon, 15 Aug 2022 20:33:28 +0000

A client scenario illustrates whether withholding taxes apply

michelleschriver — Wed, 30 Mar 2022 15:35:05 +0000

Tax rules offer flexibility when a client has both a spouse and a common-law partner

michelleschriver — Tue, 30 Nov 2021 21:33:42 +0000

Completing the T1’s marital status isn’t always straightforward

michelleschriver — Mon, 19 Jul 2021 18:00:27 +0000

Consider the tax consequences before transferring property after a separation

michelleschriver — Fri, 19 Mar 2021 18:00:23 +0000

The absence of withholding taxes can create unexpected consequences if no planning is done

michelleschriver — Fri, 20 Nov 2020 17:00:48 +0000

Consider these options to avoid unexpected tax results

michelleschriver — Wed, 22 Jul 2020 18:30:41 +0000

Find out if your client is still eligible for the PRE

michelleschriver — Tue, 05 May 2020 19:00:00 +0000

Can your client claim the PRE after moving to assisted living?