CLIENT RESOURCES

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Divorce

This toolkit helps people who are separating or divorcing understand how tax rules might affect their options and future finances:

Tax Matters Toolkit – Divorce

Planning is essential for success in all aspects of life, including separation and divorce. This checklist is designed to help you achieve a successful divorce:

DFP Preparing for Divorce Checklist

 

This checklist is intended to help consumers cost-effectively instruct legal and financial experts:

DFP Post-Divorce Checklist

Business Owners

Great article about tax law changes and how they affect professional corporations:

Collins Barrow Chartered Accountants – How Will the New Passive Investment Income Rules Actually Affect CCPCs?

Legacy

Useful questionnaire prepared to assist you when deciding your testamentary intentions:

Will Planning Questionnaire

 

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