What You Do Not Want To Know About Me
Monday, March 23, 2020
COVID-19: Finances, Retirement, and the Impact on Small Business Owners
Not to assume I speak for all my readers, but my guess is that many of you are feeling like I do, knocked off kilter by limited social inte...
Monday, March 9, 2020
Alter Ego Trusts and Joint Partner Trusts – A Primer
Readers have offered me several suggestions for topics over the last few months. The three most popular requests have been: (1) an update o...
Monday, February 24, 2020
Update on TOSI – Questions Answered and Remaining Ambiguities
My last blog post regarding Tax on Split Income (“TOSI”) was posted back in December of 2018 . Since then, some tax practitioners have done...
Monday, February 10, 2020
Why Can’t People Get Their Financial Affairs in Order?
Over the last year I have met several potential client's for BDO’s Wealth Advisory Services (from both inside and outside BDO). In two ...
Monday, January 27, 2020
My child is engaged. Do I pay for the wedding?
Late last year my colleague Carmen McHale popped by The Blunt Bean Counter to answer a question we hear a lot: Should I pay for my child’s ...
Monday, January 13, 2020
My latest podcast interview – The Rational Reminder Podcast
I was recently interviewed by Ben Felix and Cameron Passmore, portfolio managers at PWL Capital, for their Rational Reminder Podcast. I tha...
Monday, December 23, 2019
2019 Year-End Financial Clean-Up
This is my last post for 2019 and I wish you and your family a Merry Christmas or Happy Holidays and a Happy New Year. As in many prior...
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