We are a boutique firm specialized in wealth and estate management with a focus on estate preservati and on tax-advantaged asset ownership structures.
Cogan Financial Capital is a boutique firm specializing in wealth and estate management, focusing on estate preservation, insurance planning, and philanthropic structures. We are experts in protecting wealth, from asset ownership structures and tax planning to inter-generational wealth transfers and succession issues. Areas of specialization include:
Intergenerational Wealth Transfer
Insurance Pl
05/17/2022
Show Caution with Insurance Policy Beneficiaries • Advocis (From the April 2022 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg It’s common for a private corporation to purchase a life insurance policy […]
10/08/2021
Opinion: A wealth tax would make Canada’s bad situation even worse Wealth is difficult to define in practice, and thus even more difficult to tax without imposing enormous economic costs on Canadians
09/14/2021
How the major parties' proposed tax changes will affect your wallet Here's a brief look at some of the tax policies announced by the Liberals, Conservatives and NDP
08/30/2021
Estate Planning for the Family Cottage…It’s Complicated | Miller Thomson LLP Estate planning is not an easy task, as families are complicated. The general goal of most people when they are estate planning is to create fairness
07/13/2020
Snowbirds beware: The CRA is hunting for bulk U.S. real estate data to keep tabs on transactions by Canadians Failure to file a T1135 can result in harsh penalties, even when the income from the foreign property has been reported
06/25/2020
CRA reduces prescribed rates for third quarter | Advisor's Edge The decrease creates new opportunities for tax planning
06/03/2020
As new work realities set in, here's what employees should know - BNN Bloomberg Experts weigh in on what employees should expect – and how they can keep track of their expenses – as their new way of work sets in.
05/25/2020
Here’s all the financial relief the government is offering seniors and what might be on tap Jamie Golombek: Seniors hit hard financially by the pandemic are getting some additional support with the potential for more later
04/29/2020
Government help for business owners during Covid-19: a summary | Advisor's Edge Here’s your at-a-glance guide to federal support
02/25/2020
Death is no excuse when it comes to paying the taxman his due Jamie Golombek: Heed the lessons from this case involving two sisters, their late father’s RRIF and the Canada Revenue Agency
02/03/2020
If you want to deduct your employment expenses, filing a proper T2200 form is a must Jamie Golombek: A recent tax case shows what can happen if you don’t have the right support for your expenses and file dubious-looking T2200s
01/13/2020
Score is Taxman 2, Taxpayers 0 in recent TFSA overcontribution cases While many Canadians look forward to socking away another $6,000 in TFSAs this year, battles continue over past contributions
