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An Employee Ownership Trust (“EOT”) is a form of employee ownership where a Trust holds shares of a corporation for the benefit of the corporation’s employees.

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Most families understand the importance of having Will- even if many put off creating one- but few ascribe the same weight to drafting a power of attorney (POA).

At BMO Private Wealth, we understand women and their unique financial challenges. Let’s talk about your money – on your terms.

As outlined in our 2024 Federal Budget Review publication, Budget 2024 proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate (i.e., the amount of a capital gain that is included in income for tax purposes).

The 2024 Federal Budget proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate. This article briefly outlines some key implications of this proposal for various taxpayers and offers potential planning considerations for those impacted.

The recent 2024 Federal Budget proposed several important new measures impacting individuals and business owners, most notably a change in the capital gains inclusion rate (from 1/2 to 2/3 effective June 25, 2024) for all capital gains realized by corporations and trusts, and for individuals on annual capital gains exceeding $250,000.