Wealth Planning Strategies for Canadians 2015

Paperback | July 31, 2014

byChristine Van Cauwenberghe

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MAXIMIZE YOUR CLIENTS' PERSONAL TAX AND ESTATE PLANNING EFFORTS WITH THE RIGHT FINANCIAL STRATEGY FOR EVERY LIFE STAGE

Wealth Planning Strategies for Canadians is a unique publication, offering:
  • 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;
  • 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; and especially,
  • An approach that takes as its starting point the life scenario of you or your client.

This is the only book that starts where you do – with a specific life scenario – rather than starting with legal or financial concepts, and making you work backwards to fit the concepts to the situation.

New in this Edition
The 2015 edition has been thoroughly updated to include the latest federal income tax changes (including the proposed changes to the taxation of testamentary trusts introduced in the 2014 Federal Budget) as well as a number of changes in provincial statutes, including the new estates legislation in British Columbia, the Wills, Estates and Succession Act, S.B.C. 2009, c. 13. This edition also includes more detail on a number of strategies and the pitfalls of certain approaches. 

As with previous editions, this is a resource you can trust to alert you, step-by-step, to the myriad of considerations which may apply, no matter what your or your client's life situation

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From the Publisher

MAXIMIZE YOUR CLIENTS' PERSONAL TAX AND ESTATE PLANNING EFFORTS WITH THE RIGHT FINANCIAL STRATEGY FOR EVERY LIFE STAGEWealth Planning Strategies for Canadians is a unique publication, offering:Coverage of the relevant laws in every Canadian jurisdiction;Comprehensive consideration of the strategies required to cover off financial plann...

Format:PaperbackDimensions:760 pages, 8.75 × 6.35 × 0.68 inPublished:July 31, 2014Publisher:CarswellLanguage:English

The following ISBNs are associated with this title:

ISBN - 10:0779861663

ISBN - 13:9780779861668

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