The Library Archive

We provide you with knowledgeable and independent advice and are committed to providing the highest quality of service in a timely manner.

2009

• JanuaryLipson Ruling Reinforces the “Westward Way”

2008

• DecemberClient version - Keeping You Informed
• December10/8 Implementation Matters: “The Westward Way”
• DecemberArticle about the 10/8 CRA
• DecemberMatter of Facts - CRA "10/8" Update
• NovemberCRA Initiative Update

2006

• Fall 2006Winter Newsletter

2004

• Fall 2004Leverage Your Retirement Income
• Summer 2004Managing a Family Business

2003

• Summer 2003Planning For Your Retirement
• Summer 2003Charities Receiving Life Insurance Proceeds
• Spring 2003Estate Planning Options for Family Businesses
• Spring 2003Guidelines Make Charitable Annuities Increasingly Attractive

2002

• Fall 2002Third - Party Annuity Issue Resolved
• Spring 2002CGE / The Importance Of A Properly Funded Buy-Sell Agreement
• Winter 2002Charitable Annuities

2001

• Spring 2001Managing A Policies Investments
• Summer 2001US Citizens, Estate Taxes & Life Insurance
• Fall 2001The Power Of Insured Annuities
• Winter 2001Investing Within A Life Insurance Policy