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Estates & Trusts
New estate law protects Ontarians’ wills after remarriage

New estate law protects Ontarians’ wills after remarriage

Estate law reformers in Ontario are celebrating a major milestone. As of January 1, 2022, new legislation came into effect that – amongst many other changes – says existing wills ...

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What the Rogers family drama can teach us about succession planning

What the Rogers family drama can teach us about succession planning

The Rogers family drama has been  captivating. The whole country watched it play out in the fall of 2021, when Edward Rogers tried to fire Rogers CEO Joe Natale. This ...

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More comprehensive reporting requirements coming for Canadian trusts

More comprehensive reporting requirements coming for Canadian trusts

Revised as of January 14, 2022 The Canadian Government is preparing to implement changes to the reporting requirements for Canadian resident and non-resident trusts deemed resident in Canada. Though these ...

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10 questions you should ask before hiring an accountant for your healthcare practice

10 questions you should ask before hiring an accountant for your healthcare practice

Running your own healthcare practice involves making many crucial decisions, including selecting the right accounting firm. An experienced accounting firm will give you the support and 1:1 attention you need, ...

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How Bill C-208 will ease the tax burden on family business

How Bill C-208 will ease the tax burden on family business

Family business is the backbone of the Canadian economy. When a family business is passed down to the next generation, we see so many positive ripple effects in the economy: ...

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Executor and beneficiary: Know your role

Executor and beneficiary: Know your role

When a person passes away, there are several important duties to be performed in order to fully carry out their financial wishes. Simply having a will isn’t enough to make ...

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How to minimize or defer taxation on your trust’s 21st anniversary

How to minimize or defer taxation on your trust’s 21st anniversary

At the 21 year mark, a trust is deemed to have disposed all of its assets at fair market value. And while that doesn’t mean that the beneficiaries lose the ...

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The cross-border implications of life insurance taxation

The cross-border implications of life insurance taxation

The purpose of life insurance is to provide tax-free funds to those we love in the event of our passing. Ultimately, we want the policy to offer more than just ...

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Foreign Trustee vs. Canadian Trustee: What’s right for you?

Foreign Trustee vs. Canadian Trustee: What’s right for you?

When choosing a trustee for your trust, the tax consequences are often not front of mind. But they should be. While the most critical qualities in a trustee are trustworthiness, ...

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  • Home
  • About
    • Our Leadership
    • Careers
    • Case Studies
    • In The Community
    • Contact Us
  • Services
    • Audit and Accounting
    • Corporate Finance Services
    • Corporate Recovery and Insolvency
    • Corporate Turnaround Management
    • Cross-border services: Israeli Companies
    • Estates and Trusts
    • Family Business Office
    • Going Public (IPO)
    • High Net-Worth Individuals
    • International Business
    • Owner Managed Business: Maximizing your potential
    • Personal Insolvency and Proposals
    • SR&ED and Government Incentives
    • Succession Planning
    • Tax Planning
    • Wealth Management
  • Industries
    • Emerging Industries: Cannabis and Psychedelics
    • Sports and Entertainment
    • Financial Services
    • Healthcare Professionals
    • Manufacturing
    • Charities and Not-for-Profits
    • Real Estate, Mortgages and Development
    • Retail
    • Technology and Start-ups
    • Warehousing and Distribution
  • Insights
    • Announcements
    • Cannabis
    • Corporate Finance and Management
    • Corporate Tax
    • Cross Border and International Tax
    • Emerging Industries
    • Entrepreneurship
    • Estates & Trusts
    • Events
    • Family Business Library
    • Healthcare
    • IFRS
    • International Business
    • Media
    • Mergers and Acquisitions
    • Personal Tax
    • Psychedelics
    • Real Estate
    • Springbank Capital
    • Technology & StartUps
    • Turnaround & Restructuring
    • Wealth Management & Estate Planning

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