How to Protect Your Estate When Your Children Live Abroad: 3 Critical Tax Surprises
Your children abroad face hidden tax surprises on inherited Canadian assets. Learn the three critical estate planning issues every Canadian parent should know.
Pre-Succession Tax Housekeeping: A Guide for Business Owners
A guide for Canadian business owners on pre-succession tax planning. Learn how to prepare for a sale, qualify for the LCGE, and navigate intergenerational transfers.
Employee Ownership Trusts (EOTs): A New Succession Option for Canadian Family Businesses
For family business owners who want to ensure continuity, reward loyal employees, and secure a fair exit, Employee Ownership Trusts (EOTs) have emerged as a compelling new option.
Unlocking Legacy in Canadian Family Enterprises: Why Family Governance Matters More Than Ever
In the ever-evolving landscape of Canadian family businesses, the concept of “legacy” is taking on new significance.
Navigating Divorce as a Private Company Owner: Key Tax Considerations
When a private company owner goes through a separation or divorce, the tax implications can be significant and complex. We review the key tax considerations.
Five Ways to Simplify Your Tax Life Before Year-End
As the year draws to a close, many business owners and families face a familiar feeling — the scramble to get their tax documents in order. But managing your taxes doesn’t have to be stressful.
3 Key Tax Considerations When Transitioning a Family Business
Transitioning a family business is one of the most meaningful and complex financial events in a founder’s lifetime. Beyond the emotional aspect, a poorly structured transfer can lead to significant and unexpected tax consequences.