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capital gains

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Advisors’ phones started ringing after fed budget dropped

Here’s what seven family-office advisors heard from clients – the good, the so-so and the bad news that has sparked so much concern

May 2, 2024
Wealth

A photo collage of headshots. From left, Judith Charbonneau Kaplan at Wellington-Altus Private Wealth in Kelowna, B.C.; Michael Louie at D&H Group in Vancouver; Kris Rossignoli at Cardinal Point Wealth Management in Toronto.

Death, emigration and retirement: Fed budget fallout

Three advisors who work with wealthy Canadians discuss potential consequences and pre-June 25 strategies for clients

April 26, 2024
Wealth

PPP a golden opportunity to realize capital gains at 50% inclusion rate if you act before June 25

Personal pension plans can absorb tax impact and build a larger nest egg for business owners and professionals, writes Tina Tehranchian

April 10, 2024
Commentary

‘Final hour’ strategies for change to capital gains inclusion rate

Finance department clarifies tax details, confirms changes as June 25 deadline approaches, writes Dino Infanti of KPMG

April 3, 2024
Commentary

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Tax benefits and tax traps with estate freezes

Timing is key, and double taxation is a risk, along with complex issues around governance, family entitlements and shareholder rights

December 7, 2023
Estate Planning

Bill C-208: Advisors work overtime on succession plans as tax changes loom

Federal tightening of tax loopholes regarding transfers of small business have owners and families on high alert

August 8, 2023
Family Business

Family tax bills can be minimized with well-written shareholders’ agreement

Income Tax Act has been amended regarding how family relationships are defined, how capital gains are calculated and how life insurance policies are handled

September 9, 2022
Family Business

Tax law change will help keep more businesses in the family

Bill C-208 ensures owners aren’t penalized when passing on the business to the next generation

June 30, 2021
Commentary

Canadian Family Offices Newsletter