Blog
In a crowded news and media landscape, it can be difficult to keep up with the latest financial news, updates and policy changes that matter to you. Through curated blog posts, our trusted team of experts provides you with insights, analyses and perspectives on those issues most relevant to you.
Our Latest Insights
The Use of a Family Trust as an Estate Planning Tool
Optimizing Structure for Your Real Estate Portfolio (Part 1): Proprietorships and Corporations
Business Valuation 101 – Normalizing Your Earnings
Qualities of the Most Valuable Insurance Brokerages
The Underused Housing Tax (UHT) – What You Need to Know
Unsolicited Offer for your Brokerage? How Should You Respond?
The “Double Tax” Problem – Holding Private Company Shares on Death
When to Value a Company – Part 10: Allocating the Purchase Price for an Acquisition
Insurance Brokerage Industry – Let’s Talk Management Buy-ins
The Use of an Alter Ego Trusts or a Joint Spousal Trust as an Estate Planning Tool
