400 results found

Billionaire Bill Gates once said, "With great wealth comes great responsibility." In high-net-worth families, that responsibility falls squarely on the parents if they want to prevent their offspring from frittering away the family finances.

The U.S. Internal Revenue Service (IRS) recently announced a special voluntary disclosure initiative that should be of particular interest to U.S. citizens resident in Canada.

If a multinational corporation had the luxury of perfect hindsight, it would optimize its global positioning and operational efficiencies by migrating intangible assets prior to those assets proving valuable.

There’s a classic Yogi Berra quote that I often use when talking to clients as it fits so many situations and businesses: "If you don’t know where you are going, you might not get there".

The Financial Stability Board ("FSB"), an international organization that coordinates the work of national financial authorities and international standard-setting bodies ("SSBs")...

Online advisors are on the rise. Several well-known institutes predict that by 2020, they will manage between US$2.2 trillion to US$3.7 trillion in assets.

In each of Canada and the United States, several recent developments are expected to further enhance access by retail investors to alternative assets by making it easier for alternative assets...

Obtaining probate for a will is the legal process through which the executor named in a will asks the court to confirm the validity of the will and the authority of the named executor.

The CRA clarified that Tax Earned By Audit remains a metric for measuring "tax at risk", but it is not used to measure the performance of an auditor.

Over the last decade, Canadian tax and private client practitioners have faced an ever-increasing amount of international and cross-border inquiries.

Founders often prioritize funding rounds and product launches over estate planning, but as startups grow, personal estates become increasingly complex. Understanding how to protect family members, preserve business value, and reduce uncertainty through strategic estate planning at each stage of growth—from pre-seed through Series B and beyond—can make the difference between seamless succession and disruptive complications.

On August 29, 2014, the Department of Finance released 100+ pages of draft legislation. Much of the draft legislation was to enact the 2014 Federal Budget proposals.

As wedding costs in Canada soar between $30,000-$42,000, many couples face difficult financial decisions about celebrating their love. This guide explores practical strategies...

On November 17, 2005, the federal Department of Finance released draft amendments to the Canadian Income Tax Act (the Tax Act) that will change the way costs and expenses paid in the form of shares or options are recognized for tax purposes.

The Canadian Securities Administrators (CSA) likely did not have Juliet's famous words in mind when they enacted section 13.18 of National Instrument 31-103 Registration Requirements...

Recent case law from the Court of Appeal for Ontario has repeatedly confirmed the strict rule that settlement agreements which "changes entirely" the "litigation landscape"...