All items in: Distinguished Practices

Case Study: Planning the Sales of Home and Cottage

Posted: August 07, 2014
Posted in: Strategic Thinking, Distinguished Practices, Succession & Estate Planning, Tax Planning, tax exempt gains
Is the gain tax exempt? Solve this case study: Phil and Sylvia have owned their home in the city for 20 years and their cottage at the lake for 10 years in that 20-year period...

Non-Residents Owning U.S. Real Estate

Posted: July 10, 2014
Posted in: Strategic Thinking, Distinguished Practices, Tax Planning, Cross Border Tax, U.S. real estate
What exactly do Canadians need to know about owning U.S. real estate?

Q and A: Setting Up Business in the U.S.

Posted: June 12, 2014
Posted in: Strategic Thinking, Distinguished Practices, Tax Planning, cross border business, business in U.S.
The U.S. has a number of different business structures available when conducting your affairs in the U.S., whether your business is rental property or operating a viable small business.

Part 4: The Art and Science of Retirement Planning

Posted: June 05, 2014
Posted in: Strategic Thinking, Distinguished Practices, Investment & Retirement, retirement planning, master your retirement
Doug Nelson, author of Master Your Retirement, concludes his Art and Science of Retirement Planning series with a look at some ideas on how to navigate the five stages of retirement.

Business Owner Reduces Taxes with Income Splitting

Posted: May 22, 2014
Posted in: Strategic Thinking, Distinguished Practices, Tax Planning, income splitting
Steve currently makes $84,000 in his small unincorporated business in BC; he wants to pay his new wife Carin half this amount, as they work together in the business. How much will the family save on taxes if they split income?

Part 3:  The Art & Science of Retirement Planning

Posted: May 15, 2014
Posted in: Strategic Thinking, Distinguished Practices, Investment & Retirement, retirement planning, master your retirement
Doug Nelson, author of Master Your Retirement, looks deeper into the questions you should ask yourself when considering each of the seven retirement plan components.