Wealth Planning Strategies for Canadians 2018
ISBN/ISSN/Product Number: 978-0-7798-7924-3
Product Type: Book S.O. Annual/biannual/biennial
Anticip. Upkeep Cost: Annual volumes supplied on standing order subscription
Number of Pages: Approximately 760 pages
Number of Volumes: 1 volume bound
Binding: softcover
Publication Date: 2017-07-13
Publisher: Carswell
Price: $72.00

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Description

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

 

About the Author
Christine Van Cauwenberghe is a tax and estate lawyer, with over twenty years' experience in the tax and estate planning area. She is also a Certified Financial Planner as well as a Trust & Estate Practitioner (as certified by the Society of Trust and Estate Practitioners). Christine is also a member of the Canadian Tax Foundation, currently the Assistant Vice-President of Tax & Estate Planning for one of the largest financial planning companies in Canada and previously practiced tax law with a large law firm. She regularly travels across Canada to meet with financial planners, their clients and external advisors (including other lawyers and accountants), and is also a frequent media consultant.
CPD