Take advantage of historically low prescribed rate on inter-family loans
If I offered to loan you money at a 1% interest rate for you to invest, do you think you could generate a return in excess of your cost of borrowing?
Today’s article is about the income attribution rules and an historic opportunity to step around their [...]

Proper retirement income planning is critical
One of the most important things we do as financial planners is help people properly structure their affairs to produce their required retirement income, on a safe and tax-effective basis.
You will hopefully be retired for at least 20 to 30 years. Think back 30 years to food and gas prices, [...]

Snowbirds, it’s that time again!
The IRS (the American Internal Revenue Service) is lonely and wants to hear from you, by the June 15 filing deadline.�
If you spent 31 days or more in the US in 2010, then the IRS filing requirements MAY apply to you, depending on how much time you spent there in 2008 [...]

“I wanna make you smile whenever you’re sad
“Carry you around when your arthritis is bad
“Oh all I wanna do is grow old with you…”  1
If you have someone who feels that way about you, you’re a very lucky person. Count your blessings. However, even if you’re one of those lucky few, do you have a [...]