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A conversation every family Should have!

By Yisroel Sandel on March 02, 2019

Although I am usually writing here myself, this time I came across an article from Bruce Sellery on MoneySense that I feel is worthy sharing with you. Here is almost…

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CRA New Rules Proposal – Private company tax planning – Passive investment proposal details

By Yisroel Sandel on October 02, 2017

Here is an article from Manulife Financial on the discussion paper released by CRA on July 18th. It addresses the taxation of passive investment income in a CCPC. As Manulife…

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Life Insurance Shares

By Yisroel Sandel on September 01, 2017

An LI Share is typically a non-voting preferred share. LI Shares are a great tool for reducing Capital Gains Tax that arises on the death of a common stock shareholder.…

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U.S. Estate Tax For Canadians

By Yisroel Sandel on August 02, 2017

U.S. citizens, are subject to U.S. estate tax on the fair market value of their worldwide assets on death. For 2016, the U.S. estate tax applies on the value of…

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Succession planning tips for small-business owners

By Yisroel Sandel on January 02, 2017

Thinking about handing over the reins to your business? These considerations will help you create an effective and tax-efficient succession plan. There are many benefits to being your own boss,…

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