November 2016 - Kerr Financial

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ROUNDTABLE: U.S. TAX AND ESTATE PLANNING FOR CANADIAN TAX RESIDENTS

Upcoming Breakfast Seminar on U.S. Tax from 8:30AM to 10:30AM Wednesday December 7, 2016 @ KERR Financial (1000 Sherbrooke St. West, # 1600...

Categories: Accounting Services, Kerr in the Media Tags: Breakfast Seminar, Estate Planning, U.S. Tax

“Substantial Presence Test” – Tracking your Days in the U.S. for Tax Purposes

Substantial Presence Test - Tracking your days You can be deemed to be a U.S. resident for tax purposes and taxable in the U.S. on your worldwide inco...

Categories: Accounting Services Tags: Canada-U.S. tax, closer connection, days of presence, substantial presence test

Sunrise, Sunset

Last week we offered our initial observations and commentary after processing the historic U.S. election results. Today, we identify some opportunitie...

Categories: Kerr Market Summaries Tags: canadian economic news, economic news, NAFTA, NATO, President-elect Trump, Reince Priebus, Trump campaign, US election results

Life insurance rules are changing January 1, 2017

Life insurance can be the least liked tool in a financial planner’s kit. And it is understandable. It can be expensive and in some cases it has been...

Categories: Personal Financial Planning Tags: cash surrender value, Life Insurance, New Life Insurance Rules, permanent policy, Tax, term conversion

US Election Thoughts

Like many of you, we have spent last night and this morning processing the news of the historic US election decision. The social and political impli...

Categories: Investment Management, Kerr Market Summaries Tags: election thoughts, US election

Spooky Markets

Central banks around the globe worked in unison during the financial crisis to save the world from financial calamity, and have so far remained accomm...

Categories: Investment Management, Kerr Market Summaries Tags: bull market, economic concerns, economic recovery, financial calamity, financial crisis, spooky markets