How can you provide better tax planning advice and improve your clients' tax efficiency? During this financial planning session, you will learn how to efficiently provide more in-depth tax optimization services to your clients. The most impactful components of this...
Estate planning is a delicate process for your clients, and, as a Financial Advisor, your role is to provide a clear and structured framework for addressing this complex topic. Since estate planning often involves discussions about legacy and support for loved ones,...
Trust and estate planning is a crucial aspect of financial planning for Advisors and their clients, and it can be a very complicated topic. Whether your clients have a high net worth or not, it is important to engage with them while you help them navigate these...
As everyone already knows, the new capital gains inclusion tax rules are planned to come into effect on June 25th of this year. (Since this post was published, the new rules have come into effect!) Many of you, we have been told, are heading into the office this week...
The Financial Advisor's Tax Planning Guide As you help your clients work through the many stages and phases of retirement income planning, financial planning, and creating long-term projections, the importance of tax planning undoubtedly remains a top priority and...
On February 27, 2018 the federal government released Federal Budget 2018. It’s titled, Equality and Growth, A Strong Middle Class. You can view the entire 369 page report at this link, but perhaps first read this quote from Jamie Golombek, Managing Director, Tax and Estate Planning with CIBC in Toronto:
Today, I'd like to share with you a few useful details on financial planning for business owners. Financial Planning for clients with corporations Integrating a holding company or an operating company into the personal retirement projections of your business owner...