The Liberals' recent proposed tax changes for private corporations are part of a larger effort by the feds to eliminate opportunities for wealthier Canadians to…
Proposed tax changes in the U.S. - such as eliminating estate taxes and lower corporate taxes - could affect some of your wealthy clients, especially…
The law requires that your clients store tax receipts and other documents for several years. A variety of digital options are available to make scanning,…
New rules for the principal residence capital gains exemption mean that keeping precise records of residence sales in a range of situations is critical for…
Canada's tax agency is taking a closer look at accounts with significant balances - and is considering other factors - to determine whether accountholders should…
Whether you use an iPad or a device powered by the Android or Windows system, tablets are getting bigger, better and more like laptops. Here…
Family meetings are important estate planning tools
Chiropractic care has long been a popular form of natural health care that corrects misalignments in the spine. Although most patients visit chiropractors seeking relief…
Outsourcing some aspects of a financial advisory practice is becoming increasingly popular because there are more options available and technology has made delivery of services…
Kiki Delaney remembers having to sneak into company meetings held in clubs that would admit only men. Now, she is a member of the Order…
Al Jones used to work on a government farm teaching life skills to kids with big problems. Now, he's a financial advisor who advises clients…
Tai chi is an increasingly popular system of gentle exercises that’s credited with a host of health benefits. Barbara Taylor can attest to its power.…
As potential clients turn to Internet searches to find both answers to their questions and service providers of all stripes, keeping your website at the…
With more than one billion users, YouTube LLC’s video-sharing platform offers an enormous reach that can help financial advisors connect with their clients and prospects.…
Help your clients avoid these common misconceptions and missteps that can put their retirement at risk
Adding tax-planning to your menu of services can help you retain clients and gain new ones
Third-party web-hosting companies specialize in running websites for businesses such as yours. Here are some tips to help you in selecting one that's right for…
When Paul Tyers wanted to establish referral relationships with accounting firms, the regulations said it couldn't be done. So he helped the regulators rewrite the…
Early valuations and regular reviews can help you determine whether you can make the transition to retirement at any time. You also can account for…
Once a high net-worth advisor, Shannon Lee Simmons set out on her own to provide advice and financial education to an underserved market of younger,…
The starting point for any business owner is his or her vision of the future - what the advisor wants his or her world to…
A little advice for your clients before they take off for vacation — on issues such as insurance, currencies and cybersecurity — can prevent serious…
While most advisors spend their careers helping their clients accumulate assets, Ian Moyer focuses on helping older clients convert their retirement savings into income. "A…
Granting power of attorney is a difficult but important decision. You can help your clients make the right choice
Making sure your plans to sell your business are under wraps is critical, especially in the early stages. Here are some strategies to help you…