Professional Advisors Newsletter

Dear Colleagues,

GIVING Advice is back with its Spring 2016 edition!

It wasn’t too many years ago when the commentators were saying that philanthropy developed in Canada with only a minimum of input from professional advisors. The changes in this regard have been both wide and deep. 

If you are sometimes too busy to keep up with changes and current trends in the important realm of advising clients on philanthropy, this newsletter is a timely reso
urce.

The links below will give you a valuable insight to a diverse variety of trending topics, such as charitable tax credits, protecting RRSPs & RRIFs, new and emerging changes to gifts by Wills and pending changes to life insurance rules.

Our goal in working with the Jewish Foundation of Greater Toronto is to provide added value to our practices and thus serve our clients and community with distinction and success. Giving, like earning, can and should be satisfying, rewarding and enjoyable. As advisors, we can do our part to make sure it is.

We welcome your input and feedback by return email.

Thank You

stephensignature

Stephen N. Altbaum, Editor
Founding Partner, Lipton LLP Chartered Accountants 

ARIN KLUG,
ASSOCIATE, ROBINS APPLEBY, BARRISTERS AND SOLICITORS

Gifts by Will: The news rules are here, but more changes may be coming.

In an article published in the March 2014 edition of Giving Advice, I reviewed the changes proposed by the 2014 Federal Budget with respect to ...read more
MARK J. HALPERN,
C.F.P., TRUST & ESTATE PRACTITIONER, WEALTHinsurance.com

RRSPs and RRIFs need
protection too.

A 70-year-old, unmarried client came to see me recently worried about an issue that’s common to many affluent Canadians. ...read more
ERIC BENCHETRIT,
DIRECTOR, PROFESSIONAL DEVELOPMENT, INDEPENDENT FINANCIAL CONCEPTS GROUP LTD.
Upcoming legislative tax changes that will impact future life insurance policies.

The exempt test rules for life insurance policies are being modernized to reflect more recent actuarial pricing tables, to provide standardization ...read more
SAUL PLENER,
NATIONAL LEADER, PRIVATE COMPANY SERVICES, PRICEWATERHOUSECOOPERS LLP

Reducing the cost of donations with charitable tax credits

Canada’s federal and provincial governments encourage individuals to donate to charitable organizations by granting non-refundable ...read more

Thank you to our generous

Professional Advisors
Lead Sponsor:
ARCHIVES:
For more information about the Professional Advisory Committee at the Jewish Foundation, please contact Janice Benatar at jbenatar@ujafed.org or 416.631.5703 or visit our website at www.jewishfoundationtoronto.com

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Your donations ensure we have the long-term resources to meet the ongoing challenges and needs of the community. Sent by United Jewish Welfare Fund of Toronto, a registered charity | registration number: 10815 5797 RR0002 Jewish Foundation of Greater Toronto | 4600 Bathurst Street, Toronto, Ontario, M2R 3V2
Jewish Foundation of Greater Toronto
416.631.5703
jewishfoundation@ujafed.org
www.jewishfoundationtoronto.com