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Author Archives: rahman

Gift life insurance to charity

October 17th, 2013 | Posted by rahman in Business | Personal - (0 Comments)

 

Gift insurance to charity

Managing the Tax Benefits of Charitable Giving

October 15th, 2013 | Posted by rahman in Uncategorized - (0 Comments)

Managing the Tax Benefits of charitable Giving

Tax Matters | Jamie Golombek – October 14, 2013 06:00

Tax Implications on owning a cottage or second home

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The Canadian Revenue Agency (CRA) has issued new income tax folios to replace the former interpretation bulletins, according to sources in the small group industry.


CRA announces new income tax folios for medical expenses

 

Trusts and Marriage Contracts

May 30th, 2013 | Posted by rahman in Business | Personal - (0 Comments)

As a Matter of Law: The right combination: a trust and marriage contract

Capital Dividend Account

May 30th, 2013 | Posted by rahman in Business - (0 Comments)

The Capital Dividend Account is an important component of life insurance based tax planning for private corporations. In this introductory session, you’ll learn more about the CDA arising from a company’s receipt of a life insurance death benefit  View the presentation.

Special Needs Clients

May 21st, 2013 | Posted by rahman in Uncategorized - (0 Comments)

Help special-needs clients have enough for the future

Kids need life insurance,too

May 17th, 2013 | Posted by rahman in Uncategorized - (0 Comments)

Kids need life insurance, too

Prenuptials

May 10th, 2013 | Posted by rahman in Business | Personal - (0 Comments)

Do you take this prenuptial?

Retirement Meetings

May 8th, 2013 | Posted by rahman in Business | Personal - (0 Comments)

Sequence of retirement meetings