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Planning for Death and Taxes – Incorporating Your Investments
As personal and corporate tax rates have fluctuated in recent years, incorporating investments has become an attractive option for Ontario residents holding sizeable portfolios. There are a number of potential advantages to holding investments in a company rather than
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Maximizing Legacy: Combining Estate Planning with the Donation of Shares in a Private Corporation
For successful business owners, donating shares in their private corporation to a registered charity can provide the opportunity to fulfil significant philanthropic goals. The charity can be either a charitable organization or a public or private foundation. When
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Your Guide to Estate Planning
This guide provides an overview of the things you should consider when making an estate plan including tax strategies and dual wills for business
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Re-visiting Estate Freezes – a COVID-19 Silver Lining for Business Owners
Related Content What to Plan for When Selling Your Business in 2021 | Three Tax Efficient Strategies for Managing Retained Profits | Passing the torch: The complexities of succession planning To say that 2020 has been rough for most business owners is an
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Estate Planning — Some Non-Tax Considerations
We all know that tax planning is an integral part of Estate Planning. From knowing the potential tax exposure to planning to mitigate that exposure, individuals tend to place tax planning high on the priority list. There are, however, many non-tax considerations that
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