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...

Readers have offered me several suggestions for topics over the last few months. The three most popular requests have been: (1) an update o...

My last blog post regarding Tax on Split Income (“TOSI”) was posted back in December of 2018 . Since then, some tax practitioners have done...

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 ...

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 ...

I was recently interviewed by Ben Felix and Cameron Passmore, portfolio managers at PWL Capital, for their Rational Reminder Podcast. I tha...

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...