Tax News

Why use corporate-class funds?

I recently found out one of the largest advisory teams in the country isn’t offering mutual fund corporation structures, or corporate-class funds, to clients. Even though these structures are more tax-efficient, these advisors simply sell investments without considering tax planning.

By Keith Pangretitsch |July 16, 2012

2 min read

How estates get ruined

How to duck a knockout blow to your estate

By Ian Harvey |July 13, 2012

6 min read

Keep tax planning at forefront

Tax season is over. But that doesn’t mean your clients should forget about their taxes until next year.

By Michelle Munro |July 11, 2012

2 min read

Protect the family cottage

A leading property insurer shares the following tips and considerations for making sure your cottage getaways are both fun and safe this season.

By Neal Muschett |July 5, 2012

2 min read