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Fall 2009

• A Message from the President
  
• Equity Monetization: Perspective and Strategy
  
• Year End Tax Planning Tips - 2009
  
• Advisor Credentials
  

Summer 2009

• Spousal Loans
  
• The Home Renovation Tax Credit
  
• Book Review: The Automatic Millionaire Home Owner, Canadian Edition: A Powerful Plan to Finish Rich in Real Estate
  

Spring 2009

• Today, A New Beginning...?
  
• Guiding Principles
  
• Outliers - The Story of Success, by Malcolm Gladwell
  
• Unintended Consequences of Public Policy
  

Winter 2009

• Tax Free Savings Account
  
• The Big Picture: The effect of the credit, commodity and equity markets on the Canadian dollar
  
• How Do You Spell Relief? DNCL
  

Summer 2008

• An Economic Overview
  
• U.S. Real Estate, When is the Right Time?
  
• Staying the Course
  

Spring 2008

• CPA's GoldLeaf Analyzer, the Evolution Continues
  
• What's It Like to Retire?
  
• Planning for a Family Cottage
  

Winter 2008

• Planning for Tax Season
  
• CPA Best Pactices - How to Protect Important Papers, Data and Family Memories!
  
• Rentals and Relocation - Know the Right Tax Moves for Your Move.
  

Fall 2007

• Investment Truths
  
• Health Care Spending the Tax Free Way
  
• Location Write-Offs - Moving costs can be deductible, even if the the transfer took place in a prior year.
  

Summer 2007

• It's all about Asset Allocation
  
• Joint Pain - Documenting intentions is essential to avoid ownership issues.
  
• Charitable Foundation? Why not?
  
• Highlights of the 2007 Federal Budget
  

Spring 2007

• The Evolution of CPA
  
• Old Hand with Elite Clients Finds New Energy in Bank Alliance
  
• Is There Life After Insurance...?
  
• CPA's GoldLeaf Due Diligence Manager
  

Winter 2007

• Proposed Income Splitting - What Does It Mean?
  
• The Gentle Art of Elder Care
  
• Corporate Wealth Management
  

Fall 2006

• All in the Family... A profile of a client's passion for Canada
  
• A View from Calgary...
  
• Taking Care - Clients helping their parents with the bills can claim certain tax credits.
  

Summer 2006

• Travelling?  Don't Forget the Insurance
  
• New Rules - The Conservatives charitable tax incentives can work generously for your clients.
  
• Title Fraud
  

Spring 2006

• Happy 1st Birthday to CPA (well, sort of)!
  
• Critical Illness Insurance – What is it?  Do you need it?
  
• Elections Not to Receive Income of a Testamentary Spousal               Trust – Timing is Everything
  

Winter 2006

• Welcome to the Family Office
  
• Planning for Intergenerational Wealth Transfers
  
• A message for snowbirds
  

Fall 2005

• The Importance of Being Earnest
  
• Not sure where your money is going?  Help is on the way!
  
• Identity Theft:  Taking steps to protect ourselves and our clients
  

Spring 2005

• CPA Captal Corp
  
• It's just not the same:  Married vs. Common Law relationships
  
• Marilyn Miller Retires
  

Fall 2004

• Managed Accounts - No Longer the Domain of the Ultra Rich
  
• Tax & Estate Matters - Tax Treatment of Escalator Term Deposits - "Levelling" the Interest Rates over their Term
  
• CPA's Marketing Update

Summer 2004

• The Opportunity of a Generation!
  
• One Year Later - The Markets
• When is Tax Advice Privileged?
  
• CPA's Marketing Update

Spring 2004

• The Sanctity of Privacy
• Personal Medication Info Cards
• Canadian Controlled Private Corporations (CCPC's) and the Tax Concept of Integration
• CPA's Marketing Update

• Where Do We Grow from Here?
• Health Care Management in Difficult times
• CPA and the CPA

• The Promise of Increased Retirement Savings Room
• Pension Anyone?

• The Private Charitable Foundation.  A Legacy of Giving.
• What's It All About?  (Alfie)
• Supreme Court of Canada Weighs in on the REOP Test

• Getting Money Out of Your Holding Company Tax Free!
• RESP Planning for your children's future

• The Guaranteed Fixed Income Strategy
• Eliminating the Cross-Border Blues
• "Capital"  What is it?  What does it mean?

• Success On and Off the Ice
• Viatical Settlements - Investing in Death
• Income Splitting

• Universal Life - Investment Vehicle?
• Probate Protection

• Here We Go Again
• The RRSP Myth (Some investments may be better held outside of RRSP)
• Lawyerly Thoughts

• Tax Season - What we do
• Home Made Wills:  More Dangerous than Home-Made Soup
• The Viscount of Value

• Send Your Assets Packing
• Personal Income Tax Instalments
• The Charitable Remainder Trust

• Passive Investing
• The Three Pillars of Retirement Planning

• Canadian Cross Border Tax Issues
• Segregated Funds – A Primer
• Convert Taxes Into Gifts

Summer 2000

• Basic Planning
• Down with the B-Word – Cash Flow Management
• Start Saving Early – RRSPs

Spring 2000

• RRSP Home Buyers’ Plan
• U.S. Capital Gains
• Trust Proposals

Winter 1999

• Estate Planning – A Will Is Not A Plan
• LTC Insurance
• Kiddie Tax – New Rules Affecting Income Splitting

Fall 1999

• Succession Planning
• The Puck Stops Here – Planning for Life After The Game
• Donating Shares – Charitable Giving

Summer 1999

• The Cottage Life – How To Keep It In The Family
• A Little Knowledge – Sure I Understand The Stock Market, Don’t I?
• Income Splitting

Spring 1999

• Snowbirds – Time For A Medical Checkup
• In Case Of Dismissal – Employment Contracts
• Income Splitting

Winter 1998

• Staying The Course – The Markets Go Up, The Markets Go Down
• Money In The Bank – 10 Ways To Get More From Your Banking Relationship
• Charitable Giving Through Your Will

Summer 1998

• RESP Changes
• Personal Directives Act – Living Wills In Alberta
• Guaranteed Investment Funds

Spring 1998

• Acanthus – The Future Of Syndicated Real Estate
• Bypassing The Courts – Mediation
• Intensive Care – Financial Security At The Worst Of Times

Winter 1997

• Employment Contracts
• Bypassing The Courts – Arbitration
• RRSP Overpayment – Pay Now, Deduct Later

Fall 1997

• Charitable Changes - Give More, Pay Less
• Back To Basics - Preventative Health
• Planning For The Pros - Honest Financial Advice For Athletes

Summer 1997

• Investment Real Estate – Trends And Expectations Part 4
• Asia View – Investing In the Four Tigers
• Child Support – May 1 Guidelines Raise New Problems

Spring 1997

• Investment Real Estate – Trends And Expectations Part 3
• Income Protection
• Career Intelligence – Mastering New Realities

Winter 1996

• Investment Real Estate – Trends And Expectations Part 2
• The Annual Checkup – Taking A Healthy Look At Finances
• Universal Life – Push Your Pension To The Max

Fall 1996

• Investment Real Estate – Trends And Expectations Part 1
• Death And Taxes
• Toward The Millennium

Summer 1996

• Safety Check – How Secure Are Your Securities
• Power Of Attorney – Two Types Prevent Future Uncertainty
• Peace Of Mind – Not All Services Have A Dollar Value
• Going Solo – Entrepreneurs Face Unique Challenges

Spring 1996

• Interest Deductibility – Confusing Rules Clarified
• Where There’s A Will, There’s A Way – Proper Estate Planning
• Great Expectations – A Financial Reality Check For Baby Boomers
• Going Independent – Short Chronicle On A Long Retirement

Winter 1995

• An Alternative To Registered Education Savings Plans
• A Financial Plan Is Really A Life Plan
• A Look At Derivatives
• Investing In Real Estate In The 1990s  - Part 2 Real Estate

Fall 1995

• Mutual Fund Selection – Understanding Management Styles
• Making The Most Of Your Mortgage Options
• Investing In Real Estate In The 1990s – Part 1
• Trusts And Their Uses In Personal Tax Planning

Spring 1995

• Back To The Future – CPA On The Move
• Keeping Control – The Substitute Decisions Act
• Interest Deductibility – More Favourable Treatment
• Some Musings On Risk And Safety

Fall 1994

• Evaluating Software Investment Opportunities
• The Role Of Executor – Whom To Choose And Whether To Act
• U.S. Estate Tax – Some Relief For Canadian Residents
• Charitable Giving – Form And Effect

Summer 1994

• The Cost Of Education – Importance Of Timely Planning
• Holding Companies – A Look At Benefits And Costs
• Mutual Fund Selection Criteria – Focusing On What’s Relevant
• Understanding Your Group Disability Insurance

Spring 1994

• The Equity Markets – Myth, Reality And Common Sense
• The Best Of Both Worlds – Mutual Fund Systematic Withdrawal Plans
• Expanding Your RRSP Horizon
• Liquidity and Limited Partnerships – A New Secondary Market