Estate Planning

DONATING SECURITIES IN KIND

   

Comments Off on DONATING SECURITIES IN KIND   |   Posted in Charitable Giving,Estate Planning,Investments,Latest News October 27, 2017

AFP FUNRAISING DAY

  It was an honour for me to speak at the AFP Fundraising Day 2017 in Toronto.

Comments Off on AFP FUNRAISING DAY   |   Posted in Charitable Giving,Estate Planning,Investments,Latest News,Tax Planning June 16, 2017

CHANGES TO TAXATION OF CHARITABLE BEQUESTS

 Canadians donate billions of dollars to charities each year and many of them make bequests through gifts in their wills to make sure that they can continue to support the charities that they love beyond their mortal life spans. To motivate Canadians to give more to ...

Comments Off on CHANGES TO TAXATION OF CHARITABLE BEQUESTS   |   Posted in Charitable Giving,Estate Planning,Latest News,Life Insurance,Tax Planning August 03, 2015

DONATION OF PRIVATE CORPORATION SHARES OR REAL ESTATE

  After significant efforts by the charitable sector, the 2015 Federal Budget proposed to allow an exemption from capital gains tax if proceeds of sale of private corporation shares or real estate are donated to charity within 30 days after disposition. This was great news for ...

Comments Off on DONATION OF PRIVATE CORPORATION SHARES OR REAL ESTATE   |   Posted in Charitable Giving,Estate Planning,Financial Planning for Business Owners,Latest News August 03, 2015

SNOWBIRDS SHOULD PROTECT THEMSELVES AGAINST THESE RISKS

  SNOWBIRDS SHOULD PROTECT THEMSELVES AGAINST THESE RISKS If you are a Canadian retiree who spends significant portions of the year vacationing south of the ...

Comments Off on SNOWBIRDS SHOULD PROTECT THEMSELVES AGAINST THESE RISKS   |   Posted in Estate Planning,Latest News,Retirement Planning,Tax Planning April 30, 2015

TRANSFERRING YOUR WEALTH TO THE NEXT GENERATION GRADUALLY

  Many people who have minor children or beneficiaries with no money management expertise struggle with how best to transfer their wealth to the next generation without the risk of  their heirs spending it frivolously and depleting the wealth that was accumulated by hard work over ...

Comments Off on TRANSFERRING YOUR WEALTH TO THE NEXT GENERATION GRADUALLY   |   Posted in Estate Planning,Latest News,Life Insurance,Retirement Planning,Tax Planning April 23, 2015

UNINTENDED CONSEQUENCES OF BENEFICIARY DESIGNATIONS

  Naming your spouse as a beneficiary of your RRSPs, RRIFs, LIFs and LIRAs is usually a good idea as these assets can rollover on a tax deferred basis only to your spouse or common law partner. However, in cases where you may not be married, ...

Comments Off on UNINTENDED CONSEQUENCES OF BENEFICIARY DESIGNATIONS   |   Posted in Estate Planning,Latest News,Retirement Planning,RRIF,RRSP,Tax Free Savings Accounts April 16, 2015

PLAN YOUR CHARITABLE DONATIONS BEFORE YEAR END

  To be able to claim a tax credit for charitable donations on your 2015 tax return you need to make your donations by December 31, 2015. Donations made to charities in Canada are eligible for a charitable donation tax credit. The first $200 of your ...

Comments Off on PLAN YOUR CHARITABLE DONATIONS BEFORE YEAR END   |   Posted in Charitable Giving,Estate Planning,Latest News,Retirement Planning,Tax Planning March 30, 2015

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 ...