Matt Trotta Auhtor Headshot Image

Matt Trotta

Tax & Estate

Matt Trotta is vice-president, Tax, Retirement and Estate Planning with CI Global Asset Management.

What is trust attribution? What is trust attribution?

Tax Strategies

What is trust attribution?

An introduction to trust attribution rules and their potential risks

By Matt Trotta |September 15, 2025

8 min read

The General Anti-Avoidance Rule — updates and unanswered questions The General Anti-Avoidance Rule — updates and unanswered questions

Tax Strategies

The General Anti-Avoidance Rule — updates and unanswered questions

Tax legislation changes apply to transactions on or after Jan. 1, 2024

By Matt Trotta |February 28, 2025

6 min read

Is your client’s will up-to-date? Is your client’s will up-to-date?

Tax & Estate

Is your client’s will up-to-date?

Tips and traps when reviewing wills

By Matt Trotta |December 11, 2024

6 min read

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