Cash Flow Management

Estate planning for your digital assets

Estate planning for your digital assets Alan Wainer, CPA, CA, CPA (Illinois), Partner – Audit & Advisory, Family Business Services (SuRE) Groups Visiting the doctor for my annual medical checkup has become second nature to me. And as an accountant, meeting with my medical professional clients and ...

Comments Off on Estate planning for your digital assets   |   Posted in Cash Flow Management,Estate Planning,Financial Planning for Business Owners,Investments,Latest News,Retirement Planning,Tax Planning March 06, 2014

Strategies for Profiting from Rising Interest Rates

This article was published in the October 2013 issue of the Canadian Business Journal and has been posted with their permission Interest rates in the U.S. and Canada seem to have reached a bottom and the end of the 33-year-old bond bull market seems to be looming. When ...

Trusts & Small Business Corporations

 Trusts & Small Business Corporations – Flexibility in Family Wealth Management This article was originally published by Doug Carroll, Vice President of Tax & Estate Planning with Invesco Canada Ltd.  Authorization to repost this article has been granted.  The link to view the original article:  http://tinyurl.com/n85qy27 The trust ...

Using Life Insurance for Charitable Giving

Gifting a life insurance policy is another common strategy used for planned giving. This can be done in several ways.  You can purchase a policy on your own life and name the charity as owner and beneficiary. In this scenario you will receive a charitable ...

Comments Off on Using Life Insurance for Charitable Giving   |   Posted in Cash Flow Management,Charitable Giving,Estate Planning,Investments,Latest News,Life Insurance,Retirement Planning July 24, 2013

First-Time Donors Super Credit

The 2013 federal budget, proposed a temporary one-time credit for first-time donors on up to $1,000 of monetary donations, in an attempt to encourage charitable giving by new donors. If a donor, or his/her spouse or common-law partner did not claim a charitable donation tax ...

Aim to Live to 100? Make Certain Your Income Allows

MARY GOODERHAM Jan. 14, 2013 Malcolm Hann has always considered himself “something of an aggressive investor.” But eight years of tumultuous markets and low interest rates since he retired from his job as a materials manager at a Toronto electronics company have taken away much of his ...

Comments Off on Aim to Live to 100? Make Certain Your Income Allows   |   Posted in Cash Flow Management,Estate Planning,Financial Planning for Business Owners,Investments,Latest News,Retirement Planning,Savings and Investments May 17, 2013

Do Not Hold Dividend Paying U.S. Stocks in Your TFSA

We are still in the early days of TFSAs and all sorts of confusion about the rules that apply to TFSAs seem to abound not only among tax payers but also among financial advisors. Recently, 70,000 out of the 4.7 million Canadians who have set up ...

Comments Off on Do Not Hold Dividend Paying U.S. Stocks in Your TFSA   |   Posted in Cash Flow Management,Credit and Debt Management,Estate Planning,Financial Planning for Business Owners July 05, 2010