Tax

Seven ways to prepare for HST

1. What types of training will the tax or accounting departments need to be prepared for HST? It’s imperative tax and accounting departments be aware of transitional rules, particularly noting dates on which HST collection must start and exactly when to charge what tax. The accounts payable staff will want to be particularly careful to […]

By Janet Kasun |February 1, 2010

6 min read

Preserving a charitable legacy

Most of your clients make philanthropy a part of their life, committing either time or money to assist others. Many of those philanthropists want to continue their charitable giving even if they become mentally incapable of doing so. In addition, many of those clients want to use charitable giving to leave behind an admirable legacy […]

By Floyd Gradley |January 29, 2010

4 min read

Munro: When New Years’ resolutions include divorce

I was skiing over the holidays with a friend who happens to be a lawyer specializing in family law. When I casually asked about her business she told me the holiday season is often the calm before the storm. It turns out many couples put troubled marriages on hold through December. Then, they ring in […]

January 20, 2010

5 min read

Increase Your AUM with TFSAs

Tax Free Savings Accounts present an excellent opportunity to provide financial planning advice to clients while increasing assets under management. Here are a few strategies we have been using in our practice to accomplish just that. Add a TFSA discussion to your review meeting When you manage every aspect of a client’s financial wellbeing, it’s […]

By Mathieu Paradis |January 4, 2010

3 min read