Estate planning is a top priority for business owners
There are several measures you and your clients need to consider as the taxation year draws to a close, including taking advantage of certain measures that may no longer be available next year - as well as some that are tried and true
New rules for the principal residence capital gains exemption mean that keeping precise records of residence sales in a range of situations is critical for clients, especially if they move often or own or rent multiple residences
As the end of the tax year approaches, advisors can help their clients by alerting them to potential savings in their taxes owed. These strategies range from strategic withdrawals and contributions to making the best use of tax credits
The new Canada child benefit, introduced this past summer, replaces the Canada child tax benefit and the universal child care benefit. The CCB can be used in a variety of ways, from covering child-care costs to saving for post-secondary education
Advisor credentials and titles are set to change, but an agreement on how appears to be a long way off
New rules usually bring penalties. Protect yourself
How to help clients avoid confusion
Managing a successful financial advisory career while raising a family is not easy. Three women offer advice on what works for them
Meeting with stakeholders and getting the lay of the land have been Sarah Bradley's priorities since joining OBSI