The Hidden 21‑Year Deadline Inside Your Family Trust — And How to Defuse It
Learn how Canada’s 21‑year deemed disposition rule affects family trusts, business owners, and high‑net‑worth families. Understand key risks, timing, and high‑level planning options to protect your estate.
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.