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Apr 19, 2017

Pipeline Planning

When an individual dies owning shares in a privately held corporation, there is potential for double taxation, as will be explained below. To avoid... Read More

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Keywords

pipeline  |  taxplanning  |  capitalgains  |  dividends  |  taxlaw  |  Tax  |  CRA

Mar 23, 2017

2017 Federal Budget Highlights

2017 Federal Budget Highlights  On March 22, 2017, the federal government delivered its 2017 budget. For business owners, a lot of the items c... Read More

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Tax Law

Keywords

business tax  |  taxi tax  |  Tax Law  |  Tax  |  Medical expense tax  |  RDSP  |  RESP  |  TFSA  |  RRSP  |  registered plans  |  home relocation loans  |  personal tax  |  budget 2017  |  budget highlights  |  Federal Budget

Jan 27, 2017

Estate Administration for Deaths Since January 1, 2016

The estate planning and administration landscape significantly changed on January 1, 2016. For those appointed as an executor of an estate for an i... Read More

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Tax Law

Jan 4, 2017

Changes to the Principal Residence Exemption for Trusts

Since 1971, Canadian homeowners have relied on the principal residence exemption ("PRE") to reduce or eliminate taxable capital gains owing on the ... Read More

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Tax Law

Nov 16, 2016

Land Transfer Tax Update

On November 14, 2016, the Ontario Minister of Finance, Charles Sousa, in the Ontario Economic Outlook and Fiscal Review, outlined several proposed ... Read More

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Tax Law

Jan 7, 2016

Payments to Beneficiaries of Discretionary Trusts

Discretionary trusts have been used for many years as vehicles for splitting income among family members and reducing a family's overall tax burden... Read More

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Tax Law

Dec 9, 2015

The Other Shoe has Dropped – Federal Government Confirms Income Tax Changes Effective 2016

As widely expected, the new Liberal government has confirmed that they will be enacting various income tax changes, which were originally promised ... Read More

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Tax Law

Jul 27, 2015

A Bigger Butterfly Net: Proposed Changes to Section 55(2) Could Catch Most Intercorporate Dividends

Of the more unexpected elements of the 2015 Federal Budget were the proposed changes to the capital gain stripping rules in subsection 55(2) and re... Read More

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Estate & Succession Planning  |  Tax Law

Keywords

single wing butterfly  |  capital gain  |  Budget 2015 proposes  |  subsection 55(2)  |  Federal Budget  |  Estate  |  Estate Planning  |  Planning  |  Succession  |  SUCCESSion: Tax and Estates Matters  |  Tax Law  |  Tax

Apr 24, 2015

2015 Federal Budget Highlights

On April 21, 2015, the federal government delivered its 2015 budget. Given that there will be a federal election in the fall, it's not surprising t... Read More

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Tax Law  |  Estate & Succession Planning

Apr 9, 2015

Surprise Tax Changes May Undermine Estate Plans Involving Trusts

In a previous blog post, I discussed how the 2014 Federal Budget would significantly curtail the tax benefits currently available to testamentary t... Read More

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Tax Planning  |  Estate Planning  |  Tax Law  |  Estate & Succession Planning

Keywords

Life Interest Trusts  |  Bill C-43 Economic Action Plan 2014 Act No. 2

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