Discover a silver lining that comes from moving for school or work from The Tax Letter.

Find out if you qualify for this tax benefit
My eldest daughter is moving into her   Read More

Property transfers often create significant income tax issues and can be either errors of commission or errors of omission. Over my 25 years as an accountant, I have been referred   Read More

Discover a silver lining that comes from moving for school or work from The Tax Letter.

Find out if you qualify for this tax benefit
My eldest daughter is moving into her   Read More

Property transfers often create significant income tax issues and can be either errors of commission or errors of omission. Over my 25 years as an accountant, I have been referred   Read More

Financial planner Mark Halpern says your generosity can make a real difference in the lives and causes you are passionate about . . . and inspire your own future generations.

We   Read More

Accountant Mark Goodfield (aka The Blunt Bean Counter) reviews six common investment errors he has observed over the years.
I am involved in wealth advisory for some of my clients as   Read More

Oh yeah? Mark Goodfield (aka The Blunt Bean Counter) encourages discussing your will with your family and explaining your intentions to avoid or minimize sibling estate issues.

In December 2019, I   Read More

Discretionary family trusts have a tax life span of 21 years. Without proper planning, the family trust may be subject to a deemed capital gain, says tax lawyer Samantha Prasad.
The   Read More

Oh yeah? Mark Goodfield (aka The Blunt Bean Counter) encourages discussing your will with your family and explaining your intentions to avoid or minimize sibling estate issues.

In December 2019, I   Read More

“There are no limits to the majestic future which lies before the mighty expanse of Canada with its virile, aspiring, cultured, and generous-hearted people.” Winston Churchill

Mark Halpern, a regular TaxLetter   Read More

Earning one per cent on your money seems like a measly return. But earning one per cent on funds you loaned to family members—forever—that’s good news.
This article considers an income   Read More

To avoid anger, bickering and distrust during transition of a family business, WEALTHinsurance.com’s Mark Halpern advises a documented succession plan.
Planning for high-net worth family businesses is so important. If only   Read More

Mark Goodfield (aka The Blunt Bean Counter) takes a look at the popular rule-of-thumb “four per cent rule”.

The pandemic has brought retirement savings front and centre for far too many   Read More

If you have a family and assets, you need an estate plan and a will. And, says WealthInsurance.com CEO Mark Halpern, you need to review it at least every five   Read More

Financial planner Mark Halpern says now is the time to prepare for the tax increases that will help Ottawa pay for all its COVID relief efforts.

If only we could see   Read More

If you have a family and assets, you need an estate plan and a will. And, says WealthInsurance.com CEO Mark Halpern, you need to review it at least every five   Read More

Your cottage is a special place for the family. Mark Halpern of WEALTHinsurance.com explains the financial implications of dealing with a cottage for future generations.
Many Canadians who own a family   Read More

Gift-giving season prompts Mark Goodfield (aka The Blunt Bean Counter) to look at some tax and other considerations regarding gifts to grandchildren.

Many grandparents ask me about the tax and practical   Read More

Your cottage is a special place for the family. Mark Halpern of WEALTHinsurance.com explains the financial implications of dealing with a cottage for future generations.
Many Canadians who own a family   Read More

CPA Mark Goodfield (aka The Blunt Bean Counter), says COVID-19 made many owners aware of the impact a ‘black swan’ event can have on the value of their businesses.

Not to   Read More