Relief for clients managing estates
Ontario government has lowered probate fees and extended the filing deadline for estate information returns
- By: Dwarka Lakhan
- November 1, 2019 November 6, 2019
- 00:15
Latest news in Building Your Business
The fate of TFSAs upon death
In general, there are three potential outcomes when a TFSA accountholder dies, depending on the preparations made
- By: Leah Golob
- November 1, 2019 November 6, 2019
- 00:14
An active approach to passive income
Ontario and New Brunswick chose not to mirror the new small-business deduction rules, but clients outside those provinces need to plan for clawback
- By: Dwarka Lakhan
- November 1, 2019 November 6, 2019
- 00:13
Tax gap is an issue of compliance and equality
A unit of the Canada Revenue Agency is devoted to studying and closing the difference between taxes paid and taxes owed
- By: donalee Moulton
- November 1, 2019 November 6, 2019
- 00:12
What’s new about the U.S. estate tax
The exemption threshold has doubled, but paperwork is still required
- By: donalee Moulton
- November 1, 2019 November 6, 2019
- 00:11
Capping DTC promoter fees: Helpful or harmful?
Tax experts share their insights and experiences
- By: Katie Keir
- November 1, 2019 November 6, 2019
- 00:10
How to leverage life insurance for planning purposes
Immediate financing arrangements allow wealthy clients to preserve cash in a tax-advantaged way
- By: Michelle Schriver
- November 1, 2019 November 6, 2019
- 00:09
Senate committee examines DAFs
Report urges transparency for donor advised funds, but industry warns against stifling donations
- By: Rudy Mezzetta
- November 1, 2019 November 6, 2019
- 00:08
The provincial tax picture
There have been cuts this year, but high government debt loads are likely to prevent a tax-cut bonanza
- By: Catherine Harris
- November 1, 2019 November 6, 2019
- 00:07
A major purchase
Buying a book of business can be an effective way to increase the size of your practice. But getting it right is no simple task
- By: Dwarka Lakhan
- September 20, 2019 November 6, 2019
- 00:09
Coach’s Forum: Getting the most for your business
Many factors can affect the price your practice will command, but the amount of recurring revenue is one of the most important
- By: George Hartman
- September 20, 2019 November 6, 2019
- 00:08
No signs of slowing
After more than 30 years as an advisor, Sterling Rempel anticipates growth in his Calgary practice
- By: Patricia Chisholm
- September 20, 2019 November 6, 2019
- 00:07
Planning without pain
Clients in their 40s and early 50s would rather enjoy life today than plan for tomorrow. Understanding their attitudes and needs can help you point…
- By: Catherine Harris
- August 23, 2019 November 6, 2019
- 00:12
Managing your pipeline
To work more efficiently, focus on courting prospective clients who meet your criteria
- By: George Hartman
- August 23, 2019 November 6, 2019
- 00:11
The role of his life
Kevin Cork was pursuing a career as an actor when he was "bitten by the financial planning bug"
- By: donalee Moulton
- August 23, 2019 November 6, 2019
- 00:10
NAS: An alternative to the cloud
A network-attached storage device on your own premises can keep your data safe. But you must configure it properly
- By: Danny Bradbury
- August 23, 2019 November 6, 2019
- 00:09
Serving elderly and disabled clients
As the population ages and the proportion of Canadians with a disability increases, an accessible practice is simply good business
- By: Woodrow Pelley
- August 23, 2019 November 6, 2019
- 00:08
What happens to the business?
You can play a dual role — both coach and quarterback — to help your business-owner clients create an estate plan
- By: Rudy Mezzetta
- May 31, 2019 November 6, 2019
- 00:32
Passing the torch to your children
While you may have a strong motivation to have the kids take over your practice, family successions don't always work out as planned
- By: George Hartman
- May 31, 2019 November 6, 2019
- 00:31
Tech Tips: Keeping cloud- based data secure
Cloud services offer convenient storage and seamless workflows — as well as risk. Here are some tools and strategies to keep your files safe
- By: Danny Bradbury
- May 31, 2019 November 6, 2019
- 00:30
A focus on the client
Since Julia Chung co-founded Spring Financial Planning in 2017, it has grown to include 11 advisors across Canada
- By: donalee Moulton
- May 31, 2019 November 18, 2019
- 00:29
Singles: A growing demographic
The needs of single clients can differ from those of couples, so tailor your planning services appropriately
- By: Leah Golob
- May 3, 2019 November 6, 2019
- 00:12
Rising to the top of the class
Chris Ferris' commitment to education and financial planning helped him score top marks in the latest Canadawide CFP examination
- By: Dwarka Lakhan
- May 3, 2019 November 6, 2019
- 00:11
Tech Tips: Getting the most from your Wi-Fi
A mixture of the latest wireless networking standard and some configuration tricks can ensure that you have excellent coverage throughout your office
- By: Danny Bradbury
- May 3, 2019 November 6, 2019
- 00:10
Value of partnership
Working with a partner can help you grow your business while making sure your clients get the best service available throughout the year
- By: donalee Moulton
- April 5, 2019 November 6, 2019
- 10:10