Published Articles
- 15-Jan-16: Globe and Mail How Not To Plan Your Estate
- 18-Nov-13: Globe and Mail Avoid these common tax mistakes
Media Mentions:
Newspaper & Related Media
- 10-Apr-18 Globe & Mail Sold your home? CRA may penalize you if your fail to report it
- 25-Oct-15: Globe & Mail Here are some potential TFSA avenues the Liberals can take
- 16-Oct-15: Globe & Mail Liberal victory potentially taxing for high-income earners
- 14-Oct-15: Toronto Star Inheritances are about love money and greed
- 28-Jan-15: Globe & Mail Self employed? Here's a pension for you, too.
- 12-Nov-14: Toronto Star Hey, where's my $11,000 TFSA limit?
- 01-Oct-14: Globe & Mail Financial Restructuring Strengthens Bottom Line
- 10-Mar-14: Advisor Edge Hiring Family Can Save You Money
- 3-Mar 3-14: Toronto Star 6 Tips to Steer Clear of an Income Tax Audit
- 27-Feb-14: Globe & Mail Misunderstanding TFSA Rule could cost you a lot
- 22-Nov-13: Globe & Mail Children cut out, Charities cut in
- 7-July-13: Toronto Star Six months left to finish my financial inventory
- 30-June-13: MSN Money Would you pay cash to avoid taxes?
- 1-May-13: Toronto Star If you E-file, you may have to submit receipts
- 13-Mar-13: Globe & Mail Ten tax-related things that leave you stumped
- 04-Jan-13: CBC: 6 top reasons people raid their RRSPs
- 31-Dec-12: Toronto Star: Time to stress test your crisis readiness
- 27-Nov-12: Globe and Mail Passing the torch to the next generation
- 17-Oct-12: Globe and Mail: Why you shold stress-test our finances for a sudden death
- 04-Oct-12: Globe and Mail: Why you shouldnt count on an inheritance to bail you out
- 20-Sept-12: Globe and Mail: Most Canadians have paid under the table to avoid tax:poll
- 12-June-12: Globe and Mail: Why Wait? Watch your kids enjoy their inheritance now
- 2-Apr-12: Globe and Mail: Make April a less taxing time
- 20-Mar-12: Globe and Mail: Can't get around to doing your taxes?
- 8-Mar-12: Moneyville: Why I'm using a tax accountant this year
- 27-Dec-11: Globe and Mail: Instant fortune can bring instant stress
- 20-Sep-11: Globe and Mail: Baa baa black sheep, are you in the will?
- 5-Jul-11: Globe and Mail: Nine budget expenses you're underestimating
- 12-Apr-11: Globe and Mail: Medical expenses can pay off at tax time
- 12-Feb-11: Globe and Mail: Me & My Money
TV, Video Interviews, Online Chats & Podcasts
- Family Dynamics and Estate Planning - Podcast with Preet Banerjee
- Taxing the Rich - Interview on CBC - The National
- How do I Claim my Medical Expenses-Video Interview Globe & Mail
- What are the TFSA Rules for Canadians Living Outside Canada-Video Interview Globe& Mail
- What Financial Moves Should You Make if You're Terminally Ill-Video Interview Globe&Mail
- Let's Get Blunt About Your Financial Affairs - Video interview with Promod Sharma
- What to put in an "in case I die file" - Video Interview Globe & Mail
- Why both spouses must know their finances - Video Interview Globe & Mail
- The tax implications of a spouse's death - Video Interview Globe & Mail
- The Capital Gains Exemption Isn't a Gimme - Video interview with Promod Sharma
- Tax Tips for Dividend Investors - Video Interview Globe & Mail
- How You can get Burned When the CRA Plays with Matches - Video Interview Globe & Mail
- The Costly TFSA Blunder - Video Interview Globe & Mail
- BNN - Money Talk with Kim Parlee - Planning for the loss of a loved one
- Tax Tips for Investors - Globe & Mail Online Chat
- Income Tax Horror Stories & Pitfalls to Avoid - Podcast with Preet Banerjee
- Your Inheritance and the Taxman - Video Interview Globe & Mail
- How to keep the Kids from Fighting over your Will - Video Interview Globe & Mail
- Why you should give your Kids their Inheritance while you're Alive - Video Interview G&M
The following blog postings have been recommended by Rob Carrick, a personal finance columnist at the Globe and Mail in his Carrick on Money best of the blogs feature.
- Sacred Tax Cows
- The New Principal Residence Reporting Requirements
- Life Insurance - Review Your Coverage
- Recent Changes in Legislation Make Reviewing Your Will A Must
- How Much Money Does it Take to Make You Happy
- Financial & Tax Planning for the Terminally Ill - Part 1 - Getting Organzied
- RRIFs - How they Work and Tax Planning
- Rental Properties- Everything You Always Wanted to Know but Were Afraid to Ask
- The Burden of Singledom Part 1 and Part 2
- How Much Money do I Need to Retire? Heck if I Knowor Anyone Else Does! – Part 6
- Golf - The Business, Social and Income Tax Aspects
- Bitcoins-From Scandal to Currency Investment and Tax Treatment
- TFSA Penalty Statements are Arriving at a Mailbox Near You
- Should You Discuss Your Salary with Friends, Co-Workers or Family?
- Tax Loss Selling - The 2012 Version
- Punitive Income Tax Provisions
- Are you Selfish with your Money and Advice?
- Memory Overload, Alzheimer's and Death in the digital age
- A Family Vacation- A Memory worth not Dying for
- Is it Morbid or Realistic to Plan for an Inheritance?
- A Butterfly Garden - One Child's Wish
- Tracking Expenses Made Easy
- Tax-Loss Selling: Everything you always wanted to know but were afraid to ask
- Stocks with Capital Gains - To Give Unto Caesar or Not
- How your Family Dynamic can affect your Estate Planning
- Income tax withholdings on RRSP's and termination payments
- Intergenerational communication gap
- Investment websites of note
- Investment bravado, little white lies and why kiss and tell investing can get you shot
- Human nature, RRSP's, free cash and the holy grail
The following blog postings have been recommended as "Must Reads" by Money Sense Magazine Online.
Contributions to other Blogs:
- 25-Nov-11:Mining Markets: 'Tis the Season for Tax-Loss Selling
- 9-Nov-11: Boomer&Echo: 11 Steps to Financial Freedom - Step 8: Slash Your Taxes
- 19-Oct-11: RetireHappyBlog: How to Save Tax with Flow-Through Shares
- 29-Aug-11:Boomer&Echo: The Dividend Gross-Up and Tax Credit Mechanism
- 10-Jul-11: MoneySense: Estate Planning: Taking it to the grave or leaving it all to your kids?
- 19-Apr-11: MoneySense: Ways to reduce the tax hit from the family cottage
- 18-Apr-11: MoneySense: Transferring the family cottage: Tax issues
- 17-Apr-11: MoneySense: Transferring the family cottage: There is no panacea
- 29-Mar-11:RetireHappyBlog: Your principal residence is tax exempt
- 7-Mar-11: RetireHappyBlog: Tax Tips from a Blunt Bean Counter
- 22-Feb-11: RetireHappyBlog: Big Brother (Canada Revenue Agency) Is Watching
- 16-Jan-11: Seeking Alpha: Resverlogix: A Cautionary Tale