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  1. Dan Richards
    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, explains the discussions you need to have with clients to protect them from longevity risk. Part six of a seven-part series, “Estate planning in a shifting landscape.”
  2. Dan Richards
    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, outlines the impact of recent tax changes to life insurance. Part five of a seven-part series, “Estate planning in a shifting landscape.”
  3. Dan Richards
    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, explains how to use life interest trusts in planning for high net-worth clients. Part four of a seven-part series, “Estate planning in a shifting landscape.”
  4. Video - Winning Strategies

    Navigating changes to testamentary trusts

    Dan Richards
    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting, and managing partner, Integrated Estate Solutions, explains how to navigate the 2016 tax changes to testamentary trusts. Part three of a seven-part series, “Estate planning in a shifting landscape.”
  5. Dan Richards
    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting, and managing partner, Integrated Estate Solutions, outlines how proposed federal tax changes to passive investments in private corporations would work. Part two of a seven-part series, “Estate planning in a shifting landscape.”
  6. Dan Richards
    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains. Part one of a seven-part series, “Estate planning in a shifting landscape.”
  7. Video - Winning Strategies

    Tax penalties and how to apply for relief

    Dan Richards
    From TFSA over-contributions to repeated late-filing, Adrienne Woodyard, partner, DLA Piper (Canada) LLP, outlines common tax penalties and explains how to apply for penalty relief. Part four of a four-part series, “Advisors and the CRA: Managing mistakes, audits and penalties.”
  8. Dan Richards
    Adrienne Woodyard, partner, DLA Piper (Canada) LLP, discusses how to avoid the most common tax filing errors and penalties, in part three of a four-part series, “Advisors and the CRA: Managing mistakes, audits and penalties.”
  9. Video - Winning Strategies

    Don’t let tax documentation go wrong

    Dan Richards
    From documents to deadlines, from fires to floods, Adrienne Woodyard, partner, DLA Piper (Canada) LLP, discusses how to keep tax documentation up to CRA standards, in part two of a four-part series, “Advisors and the CRA: Managing mistakes, audits and penalties.”
  10. Video - Winning Strategies

    CRA audits: Risks, pitfalls and tips

    Dan Richards
    In part one of a four-part series, “Advisors and the CRA: Managing mistakes, audits and penalties," Adrienne Woodyard, partner, DLA Piper (Canada) LLP, explains what puts businesses and individuals at risk of CRA audits, and explains dos and don’ts if you have to manage the audit process.