Trusts

New alternative minimum tax regime to raise $2.6B: PBO

Canadians making above $300,000 to contribute 98% of total AMT

By Rudy Mezzetta |September 8, 2023

3 min read

CRA releases new form for reporting beneficial ownership of trusts

Trustees must use Schedule 15 to report names, addresses and tax information numbers for beneficiaries

By Rudy Mezzetta |June 30, 2023

3 min read

CRA says trustees must report on contingent beneficiaries too

Agency requires names, addresses and taxpayer information numbers under expanded trust reporting rules

By Rudy Mezzetta |June 22, 2023

3 min read

How employee ownership trusts limit estate planning

Challenges for business-owner clients include taxable disposition and compliance costs

By Matt Trotta |June 21, 2023

5 min read