Planification de la retraite

Stratégies de planification fiscale

Planification successorale et planification de la relève

Situation économique et analyses de marché

12 expert cybersecurity tips to share with your family

What are the chances that you or someone in your family will fall victim to fraud? If you ask a cybersecurity expert, they’ll likely give you a grim reply: It’s not if, but when....

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5 estate planning challenges for blended families (and how to solve them)

When someone mentions the term “blended families,” an image of The Brady Bunch may flash through the average person’s head. However, the reality is never that straightforward, and neither is building an estate plan for a blended family....

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Intergenerational Transfers of Family Businesses – Proposed Tax Changes

The Canadian tax legislation contains a number of anti-avoidance tax measures such as those which seek to prevent corporate ”surplus stripping,” that can create a higher tax cost on the transfer of a business to a family member versus a sale......

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8 Tips to Bulletproof Your Will

In a perfect world, your final wishes would be carried out just as you wish. In Canada, you generally have testamentary freedom, which means you are allowed to distribute your estate in the manner you choose, as stated by your Will. However, there ar...

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When it Comes to Business Succession Planning, There’s No Time Like the Present

Between a pandemic, inflation, interest rates and potential recession, there’s not an entrepreneur on the planet who hasn’t had to tear up at least part of their business plan over the past three years. Now, with economic concerns continuing for the...

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Athletes and Mental Health: 4 Ways to Protect Yourself from The Pressure

Most sports fans assume professional athletes are living the dream, getting paid a hefty salary to do the thing they love, all day, every day. If you’re an athlete yourself, however, you know the reality: the dream comes with an enormous amount......

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Is a Professional Corporation Right For You?

Many professionals incorporate their practices to enjoy the same benefits as other self-employed incorporated individuals....

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Tax Planning for Physicians - Professional Corporations

Many physicians incorporate their practices to enjoy the same benefits as other self-employed incorporated individuals. However, important tax changes affecting Canadian private corporations that were introduced several years ago can have significant...

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Is it Time to Consider a Corporate Executor for Your Will?

Where there’s a will, there’s a way. That can-do attitude can get you far in life, but when it comes to estate planning, having a Will is often only a starting point. Without a trusted and reliable executor to distribute your assets in accordance wit...

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Tax Planning for Business Owners - The Capital Gains Deduction

For 2023, business owners can use the Capital Gains Deduction to shelter up to $971,190 of capital gains on the sale of shares of a qualifying small business corporation....

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