Breaking down gross negligence versus an honest mistake
New rules mean taking steps before Dec. 31
Buying from a non-resident requires careful planning
The Tax Court ruled on interest deductibility relating to returns of capital used for personal purposes
Steps to limit tax in other jurisdictions
Examining an alternative to trusts
A key consideration that’s often overlooked
Preventing estate problems when a client lives in multiple jurisdictions
Developing a plan for extracting corporate money
A legal case sounds a note of caution for advisors
Here’s what we can expect to pay under the new system
What the agency says
Some features of the RDSP are worlds apart from its RESP cousin
Implications for the principal residence exemption
Find out how income sprinkling measures apply to inherited property
These structures can achieve estate planning objectives, not just tax ones
Every transaction presents unique challenges
When clients sell their businesses, they’re usually unlocking wealth – which benefits their advisors.
When it comes to selling a client’s business, timing matters.
Sometimes, seemingly good companies don’t make it to sale closing. Here are the primary reasons why transactions fail.