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I am proud to present the second issue of “Giving Advice”, an initiative of the Professional Advisory Committee (PAC) of the Jewish Foundation of Greater Toronto. This newsletter provides a number of helpful tips and resources for all professional advisors when talking to clients, family and friends about charitable giving as part of overall tax, investing and estate planning strategies. |
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2014 Federal Budget Update: Gifts by Will Written by: Arin Klug, Associate, Tax & Estates Group, Robins Appleby LLP |
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The Conservative government's 2014 Federal Budget that was presented on February 11, 2014 contains several proposals that will affect the manner in which tax and estate planning practitioners should be advising their clients. ... read more |
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Charitable Gift Annuities – More Income for Giving Written by: Eric Benchetrit, Director, Professional Development & Associate Advisor, Independent Financial Concepts Group Ltd. |
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It’s not often in life that we come across a true win-win opportunity. The Charitable Gift Annuity is one such strategy. ... read more |
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Tax Planning and Insurance Written by: Matthew Getzler, Associate, Minden Gross LLP |
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While the rules related to insurance under the Income Tax Act are very complex, there is one rule in particular that provides for a relatively straight-forward tax efficient plan. ... read more |
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Transfer of a Private Foundation to a Donor Advised Fund Written by: Jody Kamen, Jewish Foundation of Greater Toronto |
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When Manuel Spivak realized that, despite his best efforts, managing a private foundation had simply become too much of a burden, he knew there must be a better way. ... read more |
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