AdvisorToClient
Action Idea Archive

Action Idea – Provincial trust residency

If you have a client setting up a trust, try this tip.

Action Idea – Tax planning with non-resident trusts

Have a client with a resident trust in a high-tax province? Try this tip.

Action Idea – How entrepreneurs can earn green cards

Have a client who’d like to live in the U.S.?

Action Idea – New EU trust disclosure laws

Have a client with a European trust? Try this tip.

Action Idea – Need to get your client thinking about estate planning?

Need to get your client thinking about estate planning? Try this tip.

Action idea – Consider multiple wills

Consider multiple wills for clients to reduce probate in B.C. and Ontario.

Action Item: Donation receipts

Help your clients start folders for donation receipts, so they’re easy to locate if CRA requires proof of donations for their returns.

Action Idea: Determine your client’s worldwide assets

Determine your client’s worldwide assets, including life insurance proceeds.

Action Idea – Can you leave the kids your pension?

Need to get your client thinking about estate planning? Try this tip.