Viewpoints about Private wealth podcast
-
Preparing for 2019: year-end tax planning and economic outlook (podcast)
How will the new passive income rules affect me? What tax saving strategies are available for business owners? What does the economic environment look like in 2019? This episode will explore the above questions and more.
Read more
-
The Value of Strategic Philanthropy: Benefit your clients and practice (Podcast)
How can charitable giving offer you an edge? How can you grow your book while growing your clients’ charitable impact? Why should you discuss philanthropy with your clients? This episode will explore these questions and more.
Read more
-
Estate and tax planning for Canadians with U.S. connections (podcast)
Will the U.S. tax reform impact Canadians estate planning? Has traditional planning for Canadians investing into the U.S. (personal or business) now turned on its head? How will this impact U.S. citizens who are residents of Canada? What should they do? This episode will explore the above questions and more.
Read more