Resources
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Table of Contents
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Here are some resources you may find useful.
Research
- Are Canadian Family Businesses an Endangered Species? (1999) (The Deloitte Centre for Tax Education and Research | University of Waterloo)
- The First Success Readiness Survey of Canadian Family-Owned Businesses
- Canadian private companies navigating their way to success (June 2006) (Deloitte)
- a survey of 350 owners and CEOs of private businesses
- In Search of Tax Excellence (April 2009) (from CFIB)
- compares taxes by province (corporate and personal)
Newsletters
- Your Family Business Matters (quarterly from BDO Dunwoody)
- Outlook (from ZLC Financial)
Articles
Tax
- Tax Facts and Figures for Individuals and Corporations (from PricewaterhouseCoopers)
- Corporate Tax Rates (from KPMG)
- Interactive Personal Tax Calculators (from Ernst & Young)
- Canadian tax tables (from Deloitte)
Other
- Family Business Publications (from BDO Dunwoody)
- various topics (from ProfessionalReferrals.ca)
- A Guide To Life Insurance (from CLHIA trade association)
- Tips on saving money on life insurance (Ginsburg Financial Services, Australia)
- Universal Life Insurance As a Strategy in Succession Planning (from ProfessionalReferrals.ca)
- refers to the Cascade Plan
- Financial Post 500, Life Insurers page
- Will Planning Guide (from ProfessionalReferrals.ca)
- All About Trusts (from ProfessionalReferrals.ca)
Definitions
Websites
- Tax Tips (a retired couple (including an accountant), who owned a small business)
- Deloitte (accounting firm)
- Canadian Federation of Independent Business (CFIB) (lots of research)
- Assuris (consumer protection, similar to CDIC for banks)
- Long Term Care Planning Network
- Canadian Life & Health Insurance Association (CLHIA, the industry's trade association)
- Regulators for life insurance advisors
- Financial Services Commission of Ontario (FSCO, provincial regulator)
- Merrick Wealth Management (many articles from Peter Merrick)
Non-free
Books
- Estate Planning with Life Insurance (4th ed) by Glenn Stephens
- for an excellent overview
Online
page revision: 57, last edited: 30 Nov 2011 17:41