Publications

Strategic Use of Trusts in Tax and Estate Planning provides comprehensive and concise coverage of practical strategies and tactics.

Handy pocket-sized booklet provides financial advisors with the information needed on the tax and financial components of many life situations.

Death of a Taxpayer offers a comprehensive review of the relevant income tax implications that occur at death and offers guidance to help minimize the tax burden on the estate of...

The Wolters Kluwer Digital Library is a new subscription designed with tax professionals in mind. Now, you can leverage the in-depth expertise you've come to rely on with Wolters...

Tax Planning For Small Business Guide discusses tax issues for various stages of the small business lifecycle and provides valuable insights and tips for delivering the best...

The Society of Trust and Estate Practitioners (STEP) is the leading international organization for trust and estate professionals who specialize in family inheritance and...

Registered and Deferred Plans in Canada is a hands-on reference with helpful tips, real-life examples, and guidance on a variety of saving plans available to Canadians.

CCH Canadian's "A Practical Guide to Estates and Trusts" is an invaluable resource for professionals dealing with estate and trusts planning

This guide provides critical insight into the many roles life insurance plays in estate planning.