Maximize your clients' personal tax and estate planning efforts with the right financial strategy for every life stage
Wealth Planning Strategies for Canadians 2018 offers coverage of the relevant laws in every Canadian jurisdiction, comprehensive consideration of the strategies required to cover off financial planning, tax planning, disability planning, estate planning, insurance planning and family law issues, as well as discussion of not just the tax aspects, but also the legal implications of properly and improperly executed wealth plans. Comprehensive case studies to show how the various rules work, or don't work together in particular situations are an important component of this book.
New in this edition
- changes to the rules regarding the principal residence exemption
- changes to various personal tax credits and benefits, including the Canada Child Benefit
- more detail on various concepts and case studies, particularly when equalizing an estate between children
- updated references for the provincial disability related programs and nursing care costs