Estate & Tax Planning

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  1. Estate Planning with Life Insurance, 7th Edition

    This guide provides critical insight into the many roles life insurance plays in estate planning. 
    $129.00
  2. Preparing Your Trust Tax Returns, 2020 Edition (For The 2019 Tax Year)

    The analysis provided is practical and in-depth, and addresses substantive income tax issues relating to trusts and beneficiaries that are relevant to reporting requirements.
    $149.00
  3. Financial Advisor's Pocket Reference, 2020 Edition for the 2019 Tax Year

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

    Starting at $84.79

  4. Strategic Use of Trusts in Tax and Estate Planning, 3rd Edition

    Strategic Use of Trusts in Tax and Estate Planning provides comprehensive and concise coverage of practical strategies and tactics.
    As low as $199.00
  5. Death of a Taxpayer, 11th Edition

    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...
    As low as $115.00
  6. STEP Canada / CRA Roundtables 2004 – 2017

    The Society of Trust and Estate Practitioners (STEP) is the leading international organization for trust and estate professionals who specialize in family inheritance and...
    $64.95
  7. Registered and Deferred Plans in Canada

    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.
    $115.00
  8. A Practical Guide to Estates and Trusts, 3rd Edition

    CCH Canadian's "A Practical Guide to Estates and Trusts" is an invaluable resource for professionals dealing with estate and trusts planning
    $79.99
  9. The Advisor's Guide To Business Succession Planning, 4th Edition

    The Advisor's Guide To Business Succession Planning, a truly comprehensive guide that features all the information youneed to give your clients the advice they need.
    $59.95
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