Pages
(Move to ...)
Home
What You Do Not Want To Know About Me
Media Coverage
Contact Me
▼
Monday, May 30, 2016
Financial Ethical Wills - For Estate Planning and Managing Family Wealth
›
Last week, you read about the benefits of an ethical will . These wills are a way for you to share your personal beliefs, spiritual val...
Monday, May 23, 2016
Ethical Wills
›
Wills are typically matter-of-fact documents, as they have to be drafted to withstand legal challenges. Wouldn’t it be nice to have a “sof...
Monday, May 16, 2016
What Small Business Owners Need to Know - Severance Costs Can be Expensive
›
When I meet with my clients to review their financial statements, I typically have an agenda of various topics I wish to discuss with them...
Monday, May 9, 2016
Capital Gains Reserves
›
Last year, I asked you, my readers, for some topics you would like me to write about. One reader suggested I discuss the subject of the cap...
9 comments:
Monday, April 18, 2016
Rock On
›
Over the years, I have often suggested, probably to the point of ad nauseam, that I think you should make a Bucket List (A list of things t...
Monday, April 11, 2016
What Small Business Owners Need to Know - Shareholder Agreements
›
If you are starting in business with another individual, your accountants and lawyers will likely suggest that you draft a shareholder agr...
Monday, April 4, 2016
Reporting the Capital Gains on Your 2015 U.S. Stock Sales
›
Last year I wrote a blog post titled Foreign Exchange Translation on Capital Gains and Dividends. The article noted that the Canada Reven...
‹
›
Home
View web version