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Tax & Estate Planning

Matt Trotta

How employee ownership trusts limit estate planning

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

  • June 21, 2023 June 21, 2023
  • 13:00
Mark Rosen
Investments

Mark Rosen

Growth

Beware the Canadian corporate champion

It’s tough to take patriotism to the bank

  • June 20, 2023 June 15, 2023
  • 06:00

Should advisors ride the coattails of activist investors?

Lack of long-term gains might mean it’s time to exit a stock instead

  • March 31, 2023 March 29, 2023
  • 10:00

Should advisors buy shares with inferior voting rights?

Better to focus on whether a company is evolving or stagnating

  • November 7, 2022 November 4, 2022
  • 10:30
Vivek Bansal
Tax & Estate Planning

Vivek Bansal

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

Taxation of employee stock options

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

  • June 6, 2023 June 6, 2023
  • 15:00

What to know about the new intergenerational transfer rules

Business owners planning for succession must meet certain criteria

  • August 23, 2022 August 23, 2022
  • 15:42

What your clients should know about real estate renos and repairs

For the best tax treatment, distinguish between current and capital expenses

  • May 2, 2022 May 2, 2022
  • 15:04

Unintended tax consequences of joint tenancy with a right of survivorship

A client scenario with a family cottage shows the importance of planning

  • December 3, 2021 December 3, 2021
  • 14:23
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

Corporate-owned life insurance as a charitable gift

Avoid bloopers when designating a charity as policy beneficiary

  • June 2, 2023 June 30, 2023
  • 10:00

Understanding rebating rules for insurance

Advisors in breach of provincial regulations could face sanctions

  • June 26, 2020 June 26, 2020
  • 15:00

How the CRA takes the life out of life interest trusts

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

  • October 25, 2019 June 30, 2023
  • 13:00

Immediate leveraged insurance: Tips and traps

Watch out for these issues

  • September 12, 2018 June 30, 2023
  • 15:14
Tax & Estate Planning

Frank Di Pietro

Understanding the underused housing tax

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

  • May 15, 2023 June 25, 2023
  • 09:39

Unexpected tax consequences when accessing real estate equity

Interest deductibility may be at stake

  • June 18, 2021 June 25, 2023
  • 14:18

Deducting home office expenses during the pandemic

The rules are restrictive and deductions require the employer’s support

  • June 2, 2020 June 25, 2023
  • 13:00

Sidestepping superficial loss rules

The process of selling losing investments is fairly straightforward

  • April 16, 2020 June 25, 2023
  • 11:00