Tax

How to deal with a cross-border estate

Being an executor isn’t easy. That goes double for executors in charge of an estate with significant U.S. assets, or a fully U.S. domiciled estate. It’s complicated. And what executors don’t know about U.S. reporting regulations and tax laws can hurt them.

By James Dolan |February 7, 2014

3 min read

5 common drafting problems with wills

More than half of Canadians do not have wills, according to estimates. And of those that do, many may be outdated or improperly drafted.

By Margaret O’Sullivan |February 6, 2014

2 min read

FATCA deal finalized

Canadian financial institutions won't be required to report directly to American tax authorities, Finance Minister Jim Flaherty says.

February 5, 2014

3 min read

Don’t just talk tax during RRSP season

Here are some helpful tips to share with clients all year long.

February 4, 2014

2 min read