What terminal tax returns reveal about missed planning Published by Investment Executive May 20, 2026 One of the most frustrating aspects of terminal tax return preparation and filing is observing how clients could have benefited from planning during their lifetime, yet instead arrive at death with substantial registered assets and unrealized capital gains that become exposed to the highest marginal tax rates. All of it is avoidable, had they benefited from tax planning durin

Insights into Wealth Podcast Speaker: Michael Kulbak December 2025

Both tax and administrative considerations need to be managed Published by Investment Executive February 18, 2025 As a trust and estate professional, I get a bit uneasy when non-resident beneficiaries inherit Canadian taxable property and start asking tax questions about their country of residence. Canada has tax treaties with over 90 countries, and it is impossible for me to have a clear understanding of the double-taxation nuances for all but a handful of them. I don’t alwa

Hosted by The Estate Planning Council of Canada Link to the course This session will outline strategies and highlight pitfalls associated with the preparation and filing of terminal tax returns. Participants will be exposed to common challenges in the preparation of terminal returns and how those obstacles can be avoided and or mitigated. Topics include final income, claiming tax credits, T1 adjustments, capital gains and losses and understanding spousal rollovers. Through re