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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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Estate Taxes

By Yisroel Sandel on May 01, 2018

No one is ever prepared for the loss of a spouse or family member. Death changes everything for those left behind. Whether death comes suddenly or after a long illness,…

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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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