Insights
Taxation of Immigrants to Israel: A Canadian Perspective
For many Canadians, making Aliyah—immigrating to Israel—is a significant life decision rooted in cultural, religious, or personal reasons. However, it’s also a complex financial transition that requires a thorough understanding ...
Insights
US Tax: Is the One Big Beautiful Bill For Me?
You’ve seen the red-carpet rollout for President Trump’s One Big Beautiful Bill (OBBB), the flurry of articles, webinars and analysis that ensued, but are still wondering…what does this have to ...
Succession Planning and Tax Planning: Two of a Kind
Small business owners have a lot on their plates. A smaller team means in many cases that the owners have to wear multiple hats, playing several different roles at once. ...
Navigating Tax Hurdles in Family Business Succession: The New Intergenerational Share Transfer Rules
Canada’s capital gains deduction is a powerful tax break available to Canadian-resident individuals who sell shares in a Qualified Small Business Corporation (QSBC). It allows up to $1.25 million in ...
Canada’s Cannabis Industry in 2025: Is there room for Optimism amid the Policy Shifts?
Since its legalization in 2018, Canada’s cannabis industry has undergone significant evolution—marked by rapid expansion, early missteps, and more recently, cautious stabilization. While economic turbulence, regulatory hurdles, and lingering stigma ...
Navigating Emerging Industries Amid Economic Uncertainty in Canada
As of April 2025, Canada’s economic landscape presents both challenges and opportunities for emerging industries such as cannabis and psychedelics. While the nation has seen significant investments and regulatory changes ...
Keeping it in the Family: Estate Planning for Business Owners
Running a family business isn’t just about today—it’s about building something that lasts for generations. That’s where estate planning comes in. It’s not just about legal documents and tax strategies; ...
Selling a U.S. Property – Should One File a Form 8288 for a Deduction in U.S. Taxes?
Canadians who want to sell their vacation properties in the U.S. are surprised to discover that the IRS requires 15% withholding on the gross proceeds they will receive on the ...
Scaling Smart: Unique Canadian Incentives for Growing Startups
Reaching a stage where your startup generates consistent cash flow is a huge milestone. By this point, you’re likely looking for ways to optimize operations, grow strategically, and stay competitive ...
Estate Planning During Major Milestones: What to Know When Remarrying
Ontario’s estate laws have significantly changed in the last few years, making it much more important to review your will after serious life events like a re-marriage or separation. While ...