Maximize your clients' personal tax and estate planning efforts with the right financial strategy for every life stage
Wealth Planning Strategies for Canadians 2019 offers coverage of the relevant laws in every Canadian jurisdiction. It provides 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 the legal implications of properly and improperly executed wealth plans. Comprehensive case studies show how the various rules work or don't work together in particular situations, and are an important component of this book.
New in this edition
The 2019 edition has been updated to include revisions regarding relevant provincial statutes and federal laws, including:
- A discussion of the proposals to amend the federal tax laws respecting the “tax on split income,” which impacts payments made from private corporations
- Updates to the tax benefits available to persons with a disability or those persons providing care to family members, including the Canada Caregiver Credit, the Home Accessibility Tax Credit, and Family Caregiver Benefits
- More detail on various concepts and case studies, particularly when transferring large sums of money to children through a gift, a loan, or through use of a trust
- Updated references for the provincial disability related programs, including the revised asset limits in Ontario
"Van Cauwenberghe’s 20+ years of experience as a tax and estate lawyer come across clearly in this book, but what really makes this title stand apart from other financial/wealth planning books is how the author presents the information. She truly keeps the reader in mind, and that makes this book a must-have in one’s financial/wealth planning library."
From the book review of by Wealth Planning Strategies for Canadians 2018 by Helen Mok, Calgary Librarian, Parlee McLaws, 2018 Canadian Law Library Review/Revue canadienne des bibliothèques de droit, Volume/Tome 43, No. 2