Doug Carroll, JD, LLM (Tax), CFP, TEP, is Practice Lead — Tax, Estate & Financial Planning at Meridian.
Effects on spousal and employee loans
How MERs versus direct fees are treated
MER versus direct fee
Factors to consider
Considerations when receiving payment for your book
What happens when you’re incorporated, versus not incorporated
It depends on where you’re based.
Understand your obligations and rights
Don’t run afoul of CRA.
How valuation works, and how to negotiate