Insights

Click here to download pdf. Canadians purchase real estate in the United States for many reasons. Whatever the reason, Canadians should be aware of the complex nature of U.S. income tax rules related to U.S. property ownership and the tax

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Download our province and territory-specific 2024 Personal Tax Planning Cards below. Alberta Tax Planning Card British Columbia Tax Planning Card Manitoba Tax Planning Card New Brunswick Tax Planning Card Newfoundland and Labrador Tax Planning Card Northwest Territories Tax Planning Card

Click here to download pdf. This article covers some key considerations for business owners looking to transition their business to the next generation. It addresses: Why a succession plan is required, What a succession plan should include, Tax and estate

When it comes to philanthropy, Canadians today are more intentional, want to see the impact of their gift, and are giving more. With intentional philanthropy, clients should address the following questions:

Throughout history people have made inheritance choices that are inexplicable to others. In 1926, Harry Houdini left his magical equipment to his brother, his pulled-fromthe-hat rabbits to the children of friends, and a series of random words to his wife.

While that’s young in people years, it’s ancient in bull market terms. Since World War II, the longest bull market in U.S. stocks lasted for almost nine-and-a-half years. The shortest sputtered out after just 13 months. On average, bull markets

Here’s a number most people would like to see on an annual statement: 21.6 percent. That was the annual return for the Standard & Poor (S&P) 500 Index during 2017. In general, U.S. stock indices did quite well last year