Tags » Estate Tax

Time to get your planned giving act together!

Baby boomers getting older….

The wealth transfer is coming….

Blah, blah, blah.  The same old, same old and no real difference in the numbers for planned giving.  240 more words

Tax Reform for Acceleration and Inclusion (TRAIN)

The Tax Reform for Acceleration and Inclusion (TRAIN) is the first package of the comprehensive tax reform program (CTRP) envisioned by President Duterte’s administration, which seeks to to correct a number of deficiencies in the tax system to make it… 18 more words

Income Tax

The Times They Are A-Changing (for Estate Planners)

The corporate tax cut is permanent, but most individual provisions of the Tax Cuts and Jobs Act (Pub L 115–97, 131 Stat 2054) are set to expire for tax years beginning after December 31, 2025. 747 more words

Legal Topics

How Can I Pay Less Tax?

RRSPS Can be taxed at death -but they don’t have to be.
Submitted by: Sun Life Financial / May 1, 2017

Registered retirement savings plans (RRSPs) continue to be a major part of Canadians’ assets. 1,361 more words

Financial Planning

Conspiracy versus Stupidity

Alan Zendell, December 21, 2017

It’s sometimes difficult for people who aren’t in the inner circle to tell the difference between ulterior motives and sheer incompetence. 817 more words