FORUM – the official publication of Advocis
FORUM is published 11 times a year and delivered to Advocis members as a benefit of membership. FORUM magazine is designed to help Advocis members excel as advisors by providing them with valuable information that they can use to help serve their clients more effectively.
Industry experts, Advocis staff, and some of our nation’s finest financial journalists provide valuable insights into the issues and trends that matter most to Canada’s financial professionals.
We publish features on practice management, investing, and insurance with a view to keeping our members informed and up to date on the information that impacts their careers as financial advisors. With its regular columns and departments, each edition of FORUM is packed with articles on financial planning, economic perspectives, professional conduct, regulation and advocacy, investing, book reviews, technology, tax matters, and more.
Selected articles from the November 2009 issue of FORUM
FORUM – November 2009
COVER STORY/Tax and Estate Planning Issue
Shaping a Legacy
Charitable contributions in Canada have held steady, despite the global economic crisis. Sources say philanthropy is set for a big rebound in the years ahead, according to Michael Callahan. But are financial advisors tapping into their clients’ aspirations to leave a legacy?
The Big Freeze
Estate freezes are a popular but commonly misunderstood element of tax and estate planning. Doug Carroll puts together a primer on how to (legally) put tax on ice.
The Time is Now
Advocis is hosting a groundbreaking conference January 15, 2010 in Toronto designed to educate, motivate and inspire financial advisors. Will you be there?
COLUMNS
- Clients should move quickly on renovation tax credit. By Lynn Biscott
- Legal formalities of incorporation can impact taxes. By Jamie Golombek
- Investing's great escape – and what's next. By Michael R. Graham