Charities and Changes

Wednesday, April 9th, 2014

I am writing this blog from Vancouver where I am attending the 21st annual conference of the Canadian Association of Gift Planners, which is attended by gift planners, advisors and others working in the field of charitable planned giving. I thought that given my location, it would make sense ...

“Great Minds Think Unalike”

Friday, April 4th, 2014

Earlier this week I attended the Women in Leadership & Business Conference. The conference featured a broad array of speakers (mainly, but not exclusively, women) on topics including: the personal side of leading change, email marketing, dealing with "toxic teams", personal branding and managing your online brand. I found the presentation ...

Why Being Late With a Designation is Not so Good

Tuesday, March 25th, 2014

In certain circumstances, the Income Tax Act allows a trust to designate a portion of its net taxable capital gains as a taxable capital gain in the hands of a beneficiary of the trust. This allows the benficiary to use their available capital gain exemption to shelter the ...