Archive for June 2015

The “New Era in Estate Planning” was presented at the JCF Professional Development Seminar, in June 2015. Abstract “Changes to the Taxation of Estates, Testamentary Trusts and Life Interest Trusts. New rules effective 2016 will affect all those involved in estate planning, whether as financial advisors, tax advisors, or will preparers, as well as those…

(Originally published at this link)   Canada moves closer to automatic exchange of foreign bank information Canada has moved one large step closer towards exchanging financial information automatically with member countries with its signature of the Organization for Economic Cooperation and Development’s (“OECD”) Multilateral Competent Authority Agreement on June 4, 2015. In doing so, Canada…