Collaborative Wealth Transition Planning: Achieving Exceptional Outcomes For Your Family: Family Wealth Transitions - Shifting The Paradigm Part 1 (Video)

Collaborative Wealth Transition Planning - Achieving Exceptional Outcomes for Your Family Part 2 (Video)

AUM Law is proud to sponsor the Q Wealth Partners National Conference held at the St. Regis Hotel in Toronto on December 7-9.

As Baby Boomers begin to hit retirement age, a major shift is occurring in succession planning.

Vern Krishna of TaxChambers LLP discusses the use of offshore jurisdictions like Ireland and Barbados in an exclusive interview for CTV News titled "Why are tax haven loopholes so hard to close?".

Tax and estate planning lawyer Samantha Prasad's article "Should you borrow to invest in your RRSP?" was republished by Delta Optimist on February 8, 2017.

The 2004 Ontario budget, announced today, confirms that the Ontario government will propose technical legislation to clarify that investors in publicly traded trusts will not be liable for the activities of the trust. This is consistent with the announcement included as part of the <I>2003 Ontario Economic Outlook and Fiscal Review</I> released on December 17, 2003 by Finance Minister Greg Sorbara

The Infrastructure for Jobs and Prosperity Act, 2015 ("IJPA") in section 6(2) sets out principles for the provincial government to regulate asset management planning for municipalities.

The multimillion-dollar question—why are municipalities experiencing shortfalls in money for infrastructure? Are the shortfalls the sign of a dearth of infrastructure funds ...

The Canadian-Australian Pension Funds Investment Initiative establishes a groundbreaking framework for cross-border pension fund investment between two of the world's most sophisticated pension markets. This analysis examines the policy barriers, regulatory considerations, and opportunities for deploying long-term infrastructure capital across both jurisdictions, including asset recycling strategies and sectoral dimensions.

IG Wealth Management, Trowbridge Professional Corporation and Gowling WLG invite you to an exclusive event tailored to Canadians dreaming of living, working, or retiring abroad.

In a surprising development, as part of the reaction to the proposed merger of the U.S. Professional Golfers' Association and LIV Golf professional golf tours, Senator Ron Wyden, the Chairman...

Join O'Sullivan Estate Lawyers LLP for their upcoming webinar.

On July 3, 2019, Fiera Capital Corporation ("Fiera Capital") (TSX: FSZ) and Integrated Asset Management Corp. ("IAM") (TSX: IAM) announced that Fiera Capita

Are you ready? The 2014 RRSP contribution deadline is fast approaching! Here are the 2014 RRSP deadlines and contribution limits you need to know ..

On July 13, 2020, Infrastructure Canada announced that three communities in Alberta will receive Federal Government funding totalling $131,000 to support the improvement of their asset...

Join this webinar from O'Sullivan Estate Lawyers LLP to stay on top, be able to spot the issues and understand the complicated cross-border challenges that arise when Canadians and Americans have connections to each other's jurisdiction, including assets, citizenship, residency and beneficiaries.

An estate freeze fixes the value of the asset that is frozen, such as shares of a corporation, in the hands of the owner until the time of death, allowing the freezor to calculate the expected tax liability that arises on death.

Recently, Crowe Soberman partner Alan Wainer was invited to join the host of The Wealth4Self podcast, Marshall Vaughan, to discuss: – digital estate planning / – your digital assets / – naming a digital executor and – storing your data.

This webinar will explore a number of important issues, as well as present case studies to illustrate solutions to multijurisdictional planning issues.