Tax & Estate

Trustee free to decide annuity calculation: court

Use of core CPI instead of headline rate reasonable, court finds

By James Langton |February 23, 2026

2 min read

B.C. court tackles novel estate case

Unique provision aims to balance interests, provide greater certainty

By James Langton |February 9, 2026

3 min read

Post-mortem planning for private company shares

Using the 164(6) loss carryback technique to avoid double taxation

By Wilmot George |August 13, 2025

7 min read

Opinion: Clients who act as executors or powers of attorney need training

The argument for a personal fiduciary certificate program

By Mark O'Farrell and Barb Amsden |July 29, 2025

2 min read

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