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Taxes

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David Lesperance citizenship wealth family office

Changing citizenship: Who’s making inquiries now to ensure ‘future mobility’

Some Canadian families see trouble on the horizon and want to have options, says advisor David Lesperance

September 12, 2024
Life & Family

A photo collage - From left: Barbara Kimmitt, partner at Bennett Jones; Christopher Alexander, president of RE/MAX Canada; Christine Van Cauwenberghe, IG Wealth Management’s head of financial planning.

New capital gains rules and cottage estate planning

Don’t sell the property to your child for $1, is one piece of advice from experts who also discuss tax planning and effects of recent rule changes on luxury vacation property market

August 20, 2024
Estate Planning

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

A collage of Tax experts, clockwise from top left: Ameer Abdulla at EY; Noreen Marchand at Grant Thornton; Kris Rossignoli at Cardinal Point Capital Management; Andrew Stevens at EY.

U.S. tax law expiry potentially ‘a big deal’

Tips on tax planning now for Canadians with cross-border interests for when the U.S. Tax Cuts and Jobs Act is scheduled to sunset

March 26, 2024
Wealth

A woman with grey hair perches on a window sill smiling and looking at a younger man sitting next to her at a computer. Employee Ownership Trusts, with a capital-gains exemption for owners, could help family business owners whose children are not interested in taking over the business.

Jan. 1 tax change may see business owners rethinking succession

‘If, as an owner, now I have the ability to shelter $10 million in capital gains from tax, of course I’m looking at this’

December 28, 2023
Family Business

A photo illustration of hands typing at a computer with the word "tax" and financial symbols such as a calculator appearing in the air.

‘Clock is ticking’ for Jan. 1 tax changes for private companies

Owners of family businesses and private companies in Canada have only a few days to make some key decisions

December 20, 2023
Wealth

A photo illustration showing five piles of coins with either bags of money, or a bag labelled "tax" or houses with people in them.

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

If you want to leave Canada (and its taxes) behind, prepare for a very long goodbye

It takes about two years to deal with all the financial implications of pulling up stakes and cutting ties

September 13, 2023
Wealth

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

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