• Vol. 41, No. 3, March 2023
  

• Selling a Private Business: Tax Considerations
• Five client situations: Positive out- comes achieved
• Estate and Tax Planning: Claiming the Principal Residence Exemption
  

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• Vol. 41, No. 2, February 2023
  

• RRSP Tips: Lower Your Tax Bill
• GPS – Gift Pension Strategy™: Pension for you, legacy gift for charity
• Estate and Tax Planning: 2022 Financial Clean-up and 2023 Tune-up
  

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• Vol. 41, No. 1, January 2023
  

• Tax Strategy: Borrowing from your RRSP, Can you?
• Estate Planning: The Hidden Benefits of Life Insurance, Get Life Insurance and pay less tax
• Estate and Tax Planning: Common Issues and Errors

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• Vol. 40, No. 12, December 2022
  

• Tax Strategy: A New Year, Tax Planning and the Spirit of Giving
• Estate Planning: Be Charitable, Philanthropic Resolutions
• Tax Planning: TaxLoss Selling 2022

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• Vol. 40, No. 11, November 2022
  

• 2022 Fall Economic Statement: Another Drop In the Bucket
• 12 Ways to Use Insurance
• Tax Planning: Common Issues

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• Vol. 40, No. 10, October 2022
  

• How to Manage your Trust
• Be Generous and Tax Savvy
• A Potential Nightmare – Transferring Property Among Family Members

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• Vol. 40, No. 9, September 2022
  

• A Family Trust: Rise of the Prescribed Rate
• It’s In The Planning: Seven Defensive Strategies
• Donating stocks to charities

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• Vol. 40, No. 8, August 2022
  

• The silver lining: Tax upside of moving
• Employee benefit plans: 5 Strategies
• Tax Planning: Transfers of Properties Amongst Families

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• Vol. 40, No. 7, July 2022
  

• Triggering Losses: Tax-loss selling
• A must do: Cottage plans
• Investing: Attention DIY Investors

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• Vol. 40, No. 6, June 2022
  

• RESPs:More Than a Tax Advantage
• Estate Planning:Preserve your wealth
• A One-Two Punch: Inflation and a Weak Stock Market

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• Vol. 40, No. 5, May 2022
  

• Federal Budget 2022: Unpacking the Personal
• Blended Charitable Gifts: More Than Generous
• Talking It Over With Your Parents

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• Vol. 40, No. 4, April 2022
  

• Filing Your Return: What You Must Know
• Eat your cake and…donate it too!
• Small Business Owners: Need to Know

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• Vol. 40, No. 3, March 2022
  

• (Not so) New Trust Reporting Rules
• What is a… Smooth Wealth Cascade?
• About Your 2021 Tax Return

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• Vol. 40, No. 2, February 2022
  

• The Right Investments: RRSPs?
• Estate Planning: The “Intentional Philanthropist”
• 2021 Financial Clean-up and 2022 Tune-up

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• Vol. 40, No. 1, January 2022
  

• Fall Economic Statement: The Highlights
• Cash-Value Life Insurance: What’s In It For You?
• Tax Changes For 2022 – Federal Tax Bracket Rates for 2022
• Advice for Entrepreneurs

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• Vol. 39, No. 12, December 2021
  

• Tax Planning : Tips For Saving
  
• Hold Estate Taxes: Flow Your Wealth
• All About Tax-Loss Selling

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• Vol. 39, No. 11, November 2021
  

• Tax Losses: Understand Before You Claim
  
• Your total financial picture: Use a wide-angle lens
• The Right Executor

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• Vol. 39, No. 10, October 2021
  

• Residency, Canada or U.S.?
• There’s A Will, There’s A Way
• A Helpful Glossary: Term and Permanent Life Insurance

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• Vol. 39, No. 9, September 2021
  

• Turning your investments into cash: The downside
• The Accidental Philanthropists™? Five UsefulExamples
• Your shareholders: Family Trust or Holding Company?

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• Vol. 39, No. 8, August 2021
  

• The Missing Link in Succession Planning: The Family Constitution
• Planning in the Age of Covid:Life Insurance Can Be A Big Help
• Are Accountants Really Boring?

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• Vol. 39, No. 7, July 2021
  

• Winding up of a Family Trust, Carefully, now
• Stop Waiting, Start Planning Today! No will, bad news
• How do you define success?

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• Vol. 39, No. 6, June 2021
  

• Cottage Life, Caveat Venditor
• From Success to Significance
• My Kids Will Never Fight Over My Estate

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• Vol. 39, No. 5, May  2021
  

• 2021 Federal Budget– The Highlights
• 8 Generous Ways to Use CPP Benefits: Message to readers
• Solving the Sibling Wage Gap

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• Vol. 39, No. 4, April  2021
  

• The Thin Brown Envelope…Good News Or…?
• Prescribed Rate Loan
• Retirement: How Much Do You Really Need

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• Vol. 39, No. 3, March  2021
  

• Your 2020 Return: What’s Different?
• Make A Family Participation Plan
• There’s No Place Like Home

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• Vol. 39, No. 2, February 2021
  

• Planning Tips for Your Will
• When and How Much?
• How Much Do You Need to Retire?

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• Vol. 39, No. 1, January 2021
  

• Planning for your RRSPs, Take Full Advantage
• What Do You Own? Audit Thyself
• CPP: Now or later?

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• Vol. 38, No. 12, December 2020
  

• Yearly Wrap Up, Fall Tax Update
• Must Do’s, 2021 Resolutions
• Covid and the Stock Market – Tips for Selling

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• Vol. 38, No. 11, November 2020
  

• Almost Year End Planning, Owners and Employees
• Permanent Tax-Exempt Insurance, Four Reasons To Buy Now
• Estate Planning, To Freeze or Not

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• Vol. 38, No. 10, October 2020
  

• 2020 Fall Tax Update, Where Are We Now?
• Private Company Shares, Generous Tax Savings
• Leaving it to the Grand kids

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• Vol. 38, No. 9, September 2020
  

• COVID Edition, Back to School Tax Tips
• The Family Cottage
• Estate Planning, A Reality Check

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• Vol. 38, No. 8, August 2020
  

• Principal Residence Exemption, Your Second Home
• Make A To Do List Part 2 of 2
• The Summer Cottage – Caveat Venditor (seller beware)

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• Vol. 38, No. 7, Juye 2020
  

• The 1% is back
• Make A To Do List
• Working from Home – Get Me Out of Here!

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• Vol. 38, No. 6, June 2020
  

• Covid Tax Tips
• Tax Increases Ahead, Protect Yourself Now
• Estate Planning: The Financial Ins and Outs of Blended Families
• COVID 19 and the CRA

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• Vol. 38, No. 5, May 2020
  

• Money Saving Filing Tips
• Estate Planning: 6 Strategies
• Update on TOSI: Questions Answered

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• Vol. 38, No. 4, April 2020
  

• Taxes…In the Time of Corona
• COVID, This Too Shall Pass
• COVID-19: Retirement. And the Small Business Owners

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• Vol. 38, No. 3, March 2020
  

• Filing Tips
• Do Good. Do Well.
• The Ins and Outs of Registered Retirement Income Funds

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• Vol. 38, No. 2, February 2020
  

• Refreeze your business
• No Limit TFSA
• Alzheimer’s in the Digital World

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• Vol. 38, No. 1, January 2020
  

• Funding your RRSP
• Thinking forward
• Beware — The Sibling Estate Fight

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• Vol. 37, No. 12, December 2019
  

• Giving a Gift, It’s Not Easy
• Revisit Your Plan
• The Final Return

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• Vol. 37, No. 11, November 2019
  

• Tax Losses & Your Investments, Hold or Fold?
• Keep Your Money
• The Unwanted Conversation

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• Vol. 37, No. 10, October 2019
  

• Estate Freezes, Why They Still Matter
• Preserve Your Wealth Use Virtual Real Estate
• Estate Planning: Spending and Saving
• Home-Office Expense Deduction

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• Vol. 37, No. 9, September 2019
  

• Q4 Tax Planning Tips
• RESPs: Free Money for Higher Learning
• Family Dynamics and Estate Planning – Handle with Care
• The CRA is fair

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• Vol. 37, No. 8, August 2019

• Retiring Allowances, What to Do?
• Charitable Gift Annuities, A Gift That Gives Back
• Choose your executor thoughtfully

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• Vol. 37, No. 7, July 2019

• The Vacation Home: Pitfalls
• Life Insurance Options: Borrow, Rent, Buy
• Principles of Winning Investing

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• Vol. 37, No. 6, June 2019

• Love and Taxes Can Go Together
• Family-Owned Business Challenge & Opportunity
• Should I commute my pension

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• Vol. 37, No. 5, May 2019

• Tax 101
• Long Term Care Insurance
• Wealth planning lessons from financial advisors

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• Vol. 37, No. 4, April 2019
  

• No stress
• Planning Calendar
• Is a Corporate Executor the Right Choice?

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• Vol. 37, No. 3, March 2019
  

• Careful, now
• Planning Calendar
• Is a Corporate Executor the Right Choice?

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• Vol. 37, No. 2, February 2019
  

• Key Dates
• Plan to Prosper
• Money and Advice: Are You Selfish

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• Vol. 37, No. 1, January 2019
  

• Immediate benefits
• Improve your own finances
• Money and Advice: Are You Selfish

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• Vol. 36, No. 12, December 2018
  

• Tax Traps For Family Owned Businesses
• Estate Planning: Get Proactive
• Reporting Capital Gains and Capital Losses

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