Tax

Determining property value for the PRE

A reader writes: “In 2008, I sold my principal residence and now rent. I own a second residence that I occupy for six months each year, which, since 2008, has been my principal residence. What paperwork is needed to establish its value in 2008, which will be the base for when it is sold in […]

By Staff |October 28, 2016

2 min read

Choose the right estate freeze

Help your business-owning clients find the right tax plan

By Jessica Bruno |October 28, 2016

10 min read

How to handle multijurisdictional planning

Tips to ensure a smooth succession

By Margaret O’Sullivan |October 28, 2016

5 min read

The value of company valuations

Tax and estate implications of this important exercise

By James and Deborah Kraft |October 28, 2016

6 min read