Tax Strategies

Small business dividends cost more

The government’s upped the tax rate

By Doug Carroll |February 14, 2014

2 min read

Court nixes leveraged donation tax credits

Clients who benefit from charity won’t always get the tax break

By Jamie Golombek |February 14, 2014

3 min read

Can clients leave kids their pensions?

If clients aren’t explicit about designations, there can be big consequences.

January 17, 2014

3 min read

Understanding the pension income tax credit

Advisors frequently ask about the pension income tax credit and whether clients qualify

By Frank Di Pietro |January 15, 2014

3 min read