What We Do
Family Business Services
Operating a family-owned enterprise presents a distinct array of advantages and hurdles, ranging from succession and estate planning to the intricacies of managing relationships with family members and stakeholders. Frequently, there exists a convoluted array of concerns and sensitivities that must be delicately navigated to safeguard the welfare of both the business and the family.
Insights
What to know about the Latest Capital Gains Inclusion Rate Increase
This year’s Federal budget marked the first increase to the Capital Gains inclusion rate since 2000, an announcement that many criticized as having significant consequences on both high income and ...
Ontario’s Fall Economic Statement Offers a Promising Financial Outlook Along with Tax Cuts and AMT Rate Decreases
Ontario’s latest Fall Economic Statement showed signs of significant financial growth, mainly due to falling interest rates and higher tax revenues. While residents are still feeling the effects of a ...
Understanding the CRA’s 2024 Trust and Reporting Updates: Implications and Context
Earlier this year, the Canada Revenue Agency (CRA) announced significant changes to trust reporting rules that introduced new filing obligations for many express trusts, including bare trusts. These new requirements ...
Selling our property was a pivotal moment in our lives, laden with emotional and financial weight. Through careful planning and expert guidance, we navigated the complexities of capital gain exemptions, transforming what could have been a hefty tax burden into a cornerstone for our retirement. This wasn't merely a transaction; it was a passage, ensuring our legacy and the land's value propelled us towards a serene retirement.