Advisor to Client

How to prepare terminal tax returns

How to handle your loved-one’s taxes when they die.

By Melissa Shin |March 20, 2014

4 min read

Smog insurance for your next trip to China

Air pollution in some Chinese cities is so bad that local travel website Ctrip.com now offers smog insurance to its customers, reports China Daily.

By Staff |March 19, 2014

1 min read

Testamentary trusts and taxes

Whether you’re creating a trust or are an executor, it’s important to know how trust taxation works.

By Elaine Blades and Scott Cummings |March 17, 2014

2 min read

Understanding factor-indexed ETFs

Factor-based exchange-traded funds are designed to get you returns that fall beyond those of traditional ETFs, which are based on a stock’s market capitalization.

By Barry Gordon and Rohit Mehta |March 14, 2014

2 min read