Matt Trotta

Tax & Estate

Matt Trotta is vice-president, Tax, Retirement and Estate Planning with CI Global Asset Management.

Tax Strategies

The General Anti-Avoidance Rule — updates and unanswered questions

Tax legislation changes apply to transactions on or after Jan. 1, 2024

By Matt Trotta |February 28, 2025

6 min read

Tax & Estate

Is your client’s will up-to-date?

Tips and traps when reviewing wills

By Matt Trotta |December 11, 2024

6 min read

Tax & Estate

Pros and cons of family trusts

New legislation may make trusts less attractive, yet they still have advantages for some client families

By Matt Trotta |September 25, 2024

4 min read

Estate Planning

How tax changes affect family trusts

Recent legislation, such as changes to the capital gains inclusion rate, could make trusts less advantageous for some clients

By Matt Trotta |September 17, 2024

4 min read

Tax News

Defining trusts for tax reporting and compliance

Your client may have a trust and not know it

By Matt Trotta |February 8, 2024

5 min read

Estate Planning

RRSPs and estate administration

Understand the effects of beneficiary designations on tax after death

By Matt Trotta |November 15, 2023

6 min read

Tax Strategies

RESPs and blended families

A client scenario illustrates pitfalls to avoid with proper planning

By Matt Trotta |August 30, 2023

5 min read

Estate Planning

How employee ownership trusts limit estate planning

Challenges for business-owner clients include taxable disposition and compliance costs

By Matt Trotta |June 21, 2023

5 min read

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Avoid double taxation on wealth transfers to the next generation

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Buyer beware: Foreign income in a corporation

January 28, 2022|3 min read

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Tax consequences when your client leaves Canada

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What U.S. citizens should know before purchasing Canadian life insurance

June 4, 2020|3 min read

The perils of owning U.S. life insurance

May 29, 2020|3 min read

Rebecca Hett

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In-trust-for accounts and taxation

December 9, 2021|5 min read

What the disability tax credit means for eligible Canadians and their families

May 14, 2021|5 min read

Jim Witty

Tax & Estate

How small businesses without employees get shut out of benefits

May 7, 2020|3 min read

How passive income is calculated for CCPCs

October 12, 2018|5 min read