ArticleRetiring As An Owner OperatorOver the past few years, there has been increasing media coverage on the effect of the baby boomer generation reaching retirement age. CanadaWealth ManagementCrowe
ArticleStop Planning For Retirement And Start Planning For IndependenceThe day when you achieve complete financial freedom may come years before you decide to retire. In fact, highly motivated people who enjoy the challenges and rewards...CanadaWealth ManagementLawyers Financial
ArticleThe Common Reporting Standard - What's In StoreJuly 1, 2017 is not only Canada's 150th birthday and a cause for great celebration, which we are eagerly looking forward to.CanadaWealth ManagementO'Sullivan Estate Lawyers LLP
ArticleThe Private Wealth & Private Client Review - Sixth EditionBut Canadians cannot be complacent. Lurking beneath the surface is a variety of undercurrents that spell potential turbulence and trouble ahead. CanadaWealth ManagementO'Sullivan Estate Lawyers LLP
ArticleTo Protect Yourself And Clients, Rethink Trusted ContactsI get the best ideas for my articles from the questions advisors ask during my presentations, and this article is no exception. The speaking engagement was "Seniors, scams and fraudsters"...CanadaWealth ManagementBabin Bessner Spry LLP
Article5 Succession Planning TipsA solid company succession plan not only helps you sleep nights; it's also a retention and motivation tool. CanadaCorporate/Commercial LawFuller Landau
ArticleIn Case You Missed It – The Importance Of Enhancing ESG Disclosure: OSC Roundtable On ESG-related Issues In Asset ManagementAs we round out 2021, our ESG and Sustainability team is highlighting key developments in securities regulation that may have slipped by unnoticed in recent months.CanadaFinance and BankingMcCarthy Tétrault
ArticleHello, This Is Your Money SpeakingThat tiny voice in your head? Mostly, that's you. But sometimes, maybe, it's your money, and you might be surprised to hear it's on your side. Learn how we can help you make the most of it.CanadaWealth ManagementLawyers Financial
ArticleGuidance On Permitted Growth For Income TrustsThe October 31, 2006 income trust taxation proposals indicated that "normal growth" of existing income trusts—but not undue expansion, such as the introduction of a disproportionately large amount of capital—would be permitted until the end of the transition period in 2011. CanadaCorporate/Commercial LawTorys
ArticleMany Canadians Collect Loyalty Points, But What Happens To Those Loyalty Points After We Pass Away?In most cases, loyalty points will not be subject to the deemed disposition on death found in subsection 70(5) of the Income Tax Act (Canada) because they are unlikely to be capital property.CanadaCorporate/Commercial LawMiller Thomson
ArticlePerspectives On InclusionAl-Harazi's keynote began by illuminating her experience as a woman, a racialized person and an immigrant. CanadaCorporate/Commercial LawBorden Ladner Gervais LLP
ArticleTaking The Measure Of Your BusinessThinking of selling? It pays to first know what you’re worth.CanadaCorporate/Commercial LawFuller Landau
ArticleConsiderations In Giving To Your ChildrenAs people are living longer, often well into their nineties, the way wealth is transferred to the next generation is starting to shift.CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleMorrison Estate (Re): Should Beneficiary Designations Be Subject To The Presumption Of Resulting Trust?The recent Alberta Court of Queen's Bench case, Morrison Estate (Re), 2015 ABQB 769, considered whether the presumption of resulting trust should be applied...CanadaFamily and MatrimonialMiller Thomson
ArticleMoving On Up: The Transition To WealthThe psychology of wealth is emerging as a distinct area of academic study and research. CanadaFamily and MatrimonialO'Sullivan Estate Lawyers LLP
ArticleThe King of Pop on Death and TaxesJune 25th 2017 was the eighth anniversary of the death of Michael Jackson, the undisputed King of Pop. Albertans preparing wills and estate plans should look beyond the sensational headlines about the singer's life and the circumstances of his death and consider the issues faced by Jackson's estate when creating their own estate plans.CanadaFamily and MatrimonialField Law
ArticleYared v. Karam : The Supreme Court Of Canada Rules That A Family Residence Held In Trust Is Included In Quebec's Family PatrimonyThe Supreme Court of Canada rendered a groundbreaking family law decision that will have an impact far beyond family law.CanadaFamily and MatrimonialMiller Thomson
ArticleThe Novel Exemptive Relief Chronicles - Public Mutual Funds Permitted To Invest Limited Amounts In Private Pooled FundsIn aggregate with their holdings of alternative mutual funds and non-redeemable investment funds.CanadaFinance and BankingMcMillan LLP
ArticleTo Deduct Or Not To Deduct; That Is The QuestionOwning property for the purpose of earning rental income creates benefits and challenges. Property owners incur a variety of expenditures in order to earn rental income and maintain property value. CanadaReal Estate and ConstructionCollins Barrow National Incorporated