Benefits of the Web subscription

  • Complete archive of journals in series dating back to 1995
  • Online issues made available prior to the print version
  • Electronic indexing of entire series of journal
  • Search engine providing author, title and keyword searches of all journals in series

 

The online-version of the Personal Tax Planning series offers the same detailed, informed and practical discussion of the most effective strategies being used by today's top planners, and will continue to report on all major judicial, legislative and administrative developments in the area.

 

The Web service, unrivalled in its coverage of the key aspects of personal tax planning, is comprised of three journals (18 issues per annum):

 

 

 

The Personal Tax Planning Subscription Series

You can now subscribe to the Web-version of our Personal Tax Planning subscription series and gain access to online editions of our journals. Receive all of the informational content of the print versions, but in a fully indexed, more timely and convenient format.

The Journals

Click on the journal title to see the cover page of the latest issue, including the editorial board.

Taxation of Executive Compensation and Retirement With 10 issues a year, this journal explores the design of tax effective compensation plans for executives. Now over 10 years in publication, provides authoritative in-depth analysis of tax-related matters pertaining to compensation and retirement that is unrivalled in Canada. It addresses a wide range of topics including executive pensions and benefits, insurance, compensation, stock incentives perquisites and terminations. Articles also include timely analysis of Revenue Canada's administrative positions so that readers will be kept abreast of the latest developments in the area as they unfold.
Insurance Planning A quarterly journal focusing on the financial, actuarial tax aspects of insurance. Recent innovative developments have turned insurance products into effective estate planning tools used by top financial planners, accountants and lawyers to minimize tax and preserve wealth. As insurance products and applications continue to evolve, it is essential to stay on top of the latest strategies in order to deliver the highest possible level of service to clients. The Insurance Planning journal explores the financial, actuarial and tax aspects of insurance, providing relevant and concise information concerning the insurance industry and its products.
Personal Tax and Estate Planning

A quarterly journal providing the latest information regarding the design of optimal estate plans. This journal is devoted to all aspects of estate planning. The key to success in serving the current estate and financial planning market lies in knowing the products at your disposal and understanding how to use them effectively. The Estate Planning Journal allows you to do just that. The publication is on ongoing source of in-house expertise and practical planning guidance providing you with an in-depth examination of the legal, tax, insurance and financial considerations that go into the design of an optimal estate plan.

These journals are produced by a team of Canada's leading tax and financial planning professionals. Now in its online format, the knowledge and insight of such a prestigious group of professionals have never been made so accessible.

These journals make the Web-version of the Personal Tax Planning subscription series an invaluable resource for estate, tax advisors, financial planners, insurance professionals, personal trust officers, family and estate lawyers, compensation and retirement advisers, investment brokers and consultants, asset managers and accountants, who want the convenience and timeliness of an online service.

Pricing

For pricing and access to online subscriptions, please contact our customer service department, 1-800-363-0722.