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Personal Tax and Estate Planning

Carswell’s Personal Tax & Estate Planning products and services offer a clear overview of compliance issues and informed advice on the planning and administration related tax services.

Refine your research in such areas as fiduciary accounting, taxes at death, gift tax, REER, tax relief and so much more.

Our online services featured in Taxnet Pro offer exclusive authoritative commentary along with time saving quick search functionality and easy to use Checklists.

We have Tax Planner Guides from the 21 Year Rule, Succession Planning, Registered Pension Plans, U.S. Estate Tax to Powers of Attorney that will enhance your ability to serve your clients by making it easy to find the right answer.

Author Spotlight

Garry R. Duncan

Garry R. Duncan, F.C.A., B.Comm, CFP.,  is the author of Canadians Resident Abroad, dealing with Canadian expatriates, Migration to CanadaWhen I Die: Financial Planning for Life and Death and Guide to the Family Business, Canadian Edition.

Planning for your family's future


Watch Garry Duncan provide an overview of the importance of wealth management and financial planning in life and death: