Budget 2014 hits trust tax planning hard
The feds have eliminated two commonly used tax planning techniques involving trusts
- By: Jamie Golombek
- February 17, 2014 November 10, 2019
- 09:00
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Tax season begins early
There are three key strategies you can discuss with clients to help them get a head start on the 2014 taxation year
- By: Jamie Golombek
- January 20, 2014 November 10, 2019
- 06:00
Two key yearend tax tips
Tax-loss selling and tax-gain donating are two of the best ways financial advisors can assist their clients toward the end of the year
- By: Jamie Golombek
- December 9, 2013 November 10, 2019
- 06:00
Will graduated tax rates for trusts be eliminated?
The government is open to comments from the public on its intention to tax testamentary trusts at the highest marginal tax rate until Dec. 2
- By: Jamie Golombek
- November 11, 2013 November 10, 2019
- 06:00
Maximizing the tax benefits of charitable giving
There are three areas, in particular, in which financial advisors can really help their clients take advantage of the tax-related opportunities involved with charitable giving
- By: Jamie Golombek
- October 14, 2013 November 10, 2019
- 05:00
Are we serving our clients properly?
Advisors should help clients understand how taxes can impact every financial decision that they make — especially when it comes to investing
- By: Jamie Golombek
- September 18, 2013 November 10, 2019
- 13:00