The Blunt Bean Counter followup:  the importance of finding a balance enjoying your life and saving your $.

Partner Blog: Paul comments on the importance of your retirement goals and the effects of the new CPP rules.

The Blunt Bean Counter considers thrift in light of materiality, time and patience. 

Having multiple investment advisors managing your various accounts could produce less than desired returns.

Are you concerned your Corporation could be a Personal Service Business? A review of the CRA’s PSB rules.

A very special blog about Make A Wish Foundation from the perspective of a Wish Child and a Wish Grantor.

Bloggers for Charity – Read about top bidder Tim Penner’s favourite charity – Toronto’s YMCA.

Bloggers for Charity raises $12,575 to be donated to various charities! Thanks to those who offered blogs for a day.

Guest blog: Chuck Reynolds of Excel Group Development - specializing in management development training.

Estate Planning – An example of how to make your Executor’s job as stress free as possible.

Discussion: five specific areas the CRA targets for audit investigation that can generate headaches for taxpayers.

Year End Wrap Up - The IRS; Partnerships; Altruistic High Schoolers; Happy Holidays and a Happy New Year to all!

A simplified solution to tracking monthly expenses – review of Robert Chown’s book “You Can’t Eat Your Furniture”.

Key features and benefits of Individual Pension Plans (“IPP”) for owner-managed businesses.

Aaron Schechter’s Partner Blog discusses why having a good business plan is a key to long term success.

Car Guys – Bryan offers advice to Auto Dealership owners on how to choose the right advisors for their business.

Mark Goodfield discusses making decisions based on what you read without knowing the qualifications of the writer.

The Blunt Bean Counter – guest blog by Aaron Schechter – Corporate divorces and Butterfly transactions.

The Blunt Bean Counter – Update on the IRS and US citizens living in Canada.

Me and My Money Revisited - Mark Goodfield looks at how his small cap stock picks have fared since February 2011.

The Blunt Bean Counter provides highlights of Marshall McAlister’s book “The Brilliance of Boring Investing”.

Mark Goodfield discusses how philanthropy, or lack thereof, may affect how individuals are viewed by society.

The Blunt Bean Counter – Mark’s ‘Bloggers for Charity’ – bloggers help raise funds for charity!

Changes to (EAT) Estate Administration Tax - executors will have to be more diligent in the valuation of assets.

Capital Gains and Losses - The Blunt Bean Counter takes you through each step of the tax-loss selling process.

Mark Goodfield - the importance of documenting your intentions when setting up joint parent/child bank accounts.

The Blunt Bean Counter answers the question: should you incorporate a new business or start as a proprietorship?

The Blunt Bean Counter – Is Greece the California of the Eurozone?

The Blunt Bean Counter discusses retirement and what the research says about reasons people become “Nevertirees.”

Paul Girolametto discusses saving for postsecondary education in his blog RESPs and TFSAs for Higher Education.

Mark Goodfield comments on Mark Schatzker’s satirical G&M article “Occupy Toronto: The one-week anniversary party”.

The Blunt Bean Counter offers suggestions on how to deal with a financial windfall.

The Blunt Bean Counter – IRS penalties and U.S. Information Forms that may be required for Canadians.

Car Guys - Jeff gives recommendations to dealership owners to increase the success of their service departments.

Based on 25 years of working with business owners, Mark

gives advice to entrepreneurs starting a business.

Mark Goodfield: Why do companies bypass employees in surveys? Aren’t your employees your best source of information?

Partner Blog: Jeff Carbell - Succession Planning for the business owner & how to create

a successful transition plan.

The Blunt Bean Counter: Mark looks at the NBA Strike and how the fixed pie concept applies to owners and players.

The Blunt Bean Counter – guest blog by estate lawyer Charles Ticker – The Top Five Areas of Estate Litigation.

The Blunt Bean Counter:

Is it impossible to know when

the market has peaked?

David of The Car Guys

discusses the best ways to capitalize business in the

auto retail industry.

The Blunt Bean Counter:

“My 7 Links Project” – Mark assigns seven of his blog posts

to seven categories.

Partner Blog: Dave Cunningham discusses the importance of a Shareholders’ Agreement for

the owner managed business.

The Blunt Bean Counter –

How much of a factor should the Income Tax on your Capital Gain be when selling shares?

Mark Goodfield – How your Family Dynamic can affect your Estate Planning - the vertical and horizontal consequences.

The Car Guys – Jeff discusses

the income tax consequences related to a succession plan.

The Blunt Bean Counter

gives advice on Estate Planning for the Black Sheep Child.

Bryan of the Car Guys discusses accidents and the Toronto Automotive Dealership Association program “Renewit”.

Mark Goodfield - The Blunt Bean Counter - celebrates the One Year Anniversary of his Blog!

Mark Goodfield is featured in Roma Luciw’s Globe and Mail article “Baa baa black sheep, 

are you in the will?”

The Blunt Bean Counter

lists his “Top 20 Things

I Don’t Understand About

Income Tax.”

The Blunt Bean Counter: What are the income tax consequences of an inheritance received?

The Blunt Bean Counter: Income Tax problems and Voluntary Disclosure - Should you hire a lawyer or an accountant?

Update: Mark Goodfield crosses golf at Pebble Beach off his Bucket List – what did he shoot?

The Blunt Bean Counter: For Income Tax – “If It Seems Too Good To Be True… It Probably Is.”

Mark Goodfield:

Who is your Wealth Mgmt. Quarterback? Integrating your advisory advice into one.

We volunteered with Woodgreen's Homeward Bound project. See our photos and read Mark Goodfield's testimonial. 

Considering buying a rental property? The Blunt Bean Counter looks at potential income tax issues.

The Blunt Bean Counter and investment portfolio issues: improper laddering, poor capital loss utilization and more.

Mark Goodfield suggests you seriously consider who you appoint as an executor & discuss their appointment with them.

Mark Goodfield considers purchasing a vacation property in the US - determining factor:  Lifestyle vs. Bargain?

Cunningham Wealth Mgmt releases publications about insurance coverage and investment portfolios.

Currently the CRA's prescribed interest rate is very low, providing an opportunity to split income. Learn more. 

Mark Goodfield - Animated: CRA Audit – Will I Be Selected?; Derek Jeter and the IRS; ‘A Counting Exercise’ – Vote.

Mark Goodfield: featured in Canadian Capitalist – Estate Planning – Take it to the Grave or Leave it to your kids.

New Resource Publication: ASPE, uniting CA and CMA professions, changes to the standards for review compilations.

The psychology of money – Mark Goodfield discusses how we look at money and four distinct money belief patterns.

The Blunt Bean Counter discusses the government’s re-introduction of “advantage rules” in RRSP Swaps.

The Blunt Bean Counter: Privacy of banking information, offshore funds and the income tax implications.

Probate Fees: Income Tax, Estate and Legal issues to consider. The Blunt Bean Counter says don't try this on your own.

Mark Goodfield discusses the significance of patience and conviction for stock market investors.

The Blunt Bean Counter talks about avoiding a 20% tax penalty by making sure to report all tax slips.

Car Guys discuss how lifestyle changes impact car choices. Bryan considers selling the coupe for a 4-door.

The Blunt Bean Counter discusses US tax rules as they apply to Americans living outside the United States. 

Cunningham is profiled on page 11 of Info Suisse magazine, the Canadian Swiss Chamber of Commerce publication.

Car Guys have a new blog posting about dealership owners diversifying their investment portfolios.

The Blunt Bean Counter looks at the power of free information and the impact on stocks, particularly Sino Forest.

Cunningham has a new Facebook page. "Like" our page to receive relevant business information in your newsfeed.

The Cunningham Twitter feed provides information to help entrepreneurs manage their businesses. Follow us!

Did you know that you can transfer losses between spouses to offset capital gains?

With only a 4% annual return, you could still have $150,000 in 2031 by contributing $5,000 a year to your TFSA.