Provinces across the country have introduced a range of tax breaks aimed at easing hard times
Clients need to execute on the plans to which they have agreed; estate-planning issues take centre stage
Grooming your successor ensures your clients will remain in capable hands
While a son or daughter may seem like the ideal candidate to take over your practice, think twice, says Thomas Deans, the Orangeville, Ont.-based author of Every Family’s Business: A blueprint for protecting family business wealth.“There’s an incredible amount of naïveté in believing your kids are the only people who will love the business as […]
Clients need to execute on the plans to which they have agreed; estate-planning issues take centre stage
Family mediation skills can play a key role in the peaceful resolution of financial issues
Straying into the territory of lawyers, even unintentionally, can bring serious repercussions from lawyers and regulators
Straying into the territory of lawyers, even unintentionally, can bring serious repercussions from lawyers and regulators
Often the husband wants to keep the pension, while the wife wants the house — but you can’t eat the house
Making your practice a magnet for the employees you want