How employee ownership trusts fit into business succession planning
Understanding this potential succession option can deepen relationships with business-owner clients facing difficult financial planning decisions
Source: theglobeandmail.com
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What professional fees can you claim on your taxes?
A guide to carrying charges and interest expenses
Source: theglobeandmail.com
How commonality breaks down barriers between ethnic groups
Veteran advisor Al Jones shares successes, challenges and hopes for inspiring young Black advisors to enter the advisory business
Source: theglobeandmail.com
How an RRSP contribution can protect income-tested benefits and credits
Tax planning focused on lowering the net family income can mean clients receive more money from programs such as the Canada Child Benefit
Source: theglobeandmail.com
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Why parents should try to find the money for an RRSP contribution, even in these expensive times
For young parents, it’s hard to find a downside to choosing a contribution to a tax-free savings account over an RRSP. But tax expert Evelyn Jacks has an argument for making RRSP contributions
Source: theglobeandmail.com