Publications

Focusing on the Essentials

Kevin is both the editor and frequent contributor of articles to various publications including the following:

CALU Report and CALU InfoExchange (editor and contributor)
Advocis Forum magazine, E-Forum and the Institute’s Comment newsletter (contributor)
Insurance Planning (published by Thomson Reuters) (former editor and contributor)
Advisor’s Edge (contributor and quoted source)
Money and Family Law (published by Thomson Reuters) (contributor)
Various STEP publications (contributor)

Kevin has also been engaged by various organizations to provide tax-related educational and professional development content on tax, insurance and estate planning issues.

Available Now

Kevin is the author of the “Essential Canadian Guide” series which includes the best-selling consumer book entitled “The Essential Canadian Guide to Estate Planning”. Please click below to obtain details on how to order your copy of one of Kevin’s publications.

For those interested in ordering bulk copies (10 or more) please contact Sandra.

The Essential Canadian Guide to Estate Planning will help younger and older generations alike get their estate plans in order. Readers will learn about planning for retirement; wills, trusts and powers of attorney; probate planning; charitable gifting; family law; special needs dependents; the role of life insurance; and business transition strategies.

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Many business owners have buy-sell agreements that are triggered by the death of a shareholder. This Guide provides advisors and their clients with an in-depth discussion of how life insurance can be used to facilitate the transfer of a business on the death of an owner.

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Recent changes to the tax rules governing life insurance transfers have made these rules increasingly complex. This Guide provides advisors and their clients with an in-depth discussion of the life insurance policy transfer rules as they apply to shareholders and corporations as well as a variety of other planning situations.

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This Guide provides financial and tax advisors with a detailed overview of the income attribution rules relating to property income and the tax on split income (TOSI) rules applicable to business income, and discusses the opportunities that should continue to be available for income splitting between family members.

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