Opportunity: Canadian Dollar Stabilizes, Somewhat
Things have started to turn around for the Canadian dollar in the second quarter of 2025. It hit a 22 year low in January of 2025. Investors and property owners, who have been swooning at the high burn rate in their travel plans and property maintenance abroad, may wish to consider recent more positive trends and consider some risk mitigation opportunities now that the dollar is stabilizing somewhat.Understanding Trusts
Over the summer, Knowledge Bureau will be taking an in depth look at the use of trusts in family wealth planning. An introduction to the topic begins the series.
Non-Residents Owning U.S. Real Estate
What exactly do Canadians need to know about owning U.S. real estate?
Charity Scheme Attract New Penalties
For the 2013 and future tax years, CRA will be allowed to collect up to 50% of the taxes they think are owing as a result of your participation in the scheme, even if you decide to file a Notice of Objection.
Practice Management Expert George Hartman Talks Succession Planning at DAC
George Hartman brings his expertise on advisor business succession planning and exit strategies to the 2014 Distinguished Advisor Conference as part of Business Valuation: Succession Plans vs. Exit Strategies.
This Summer Sharpen Your Financial How-To Knowledge
Grab a book or two (or more!) this summer and expand your financial acumen. We have some great recommendations that will be satisfying reads whether you're on a road trip, at the lake, or stay-cationing at home.
Advise Your Clients on Cross Border Tax Impacts
Expand your practice and career with cross border taxation planning knowledge and cater to an affluent, multi-jurisdictional baby boomer demographic. Make Cross Border Taxation part of your summer studies. Try a free trial!
