Family Wealth Transfer Plan

What is a family wealth transfer plan? The wealth transfer strategy is a tax-savings and wealth preservation approach that uses insurance to move wealth to subsequent generations while reducing overall…

CCPC Requirements

Advantages to Being a Canadian-Controlled Private Corporation The biggest corporate tax advantage of being a Canadian-controlled private corporation is being eligible for the small business deduction. This corporate tax deduction…

Taxes at Death

What taxes are due on death? As the saying goes, death and taxes are the only sure things. And when someone dies, taxes and other fees will most likely need…

Taxes and Financial Planning

TAX & FINANCIAL PLANNING Have you thought about what your current and future financial picture looks like? You work hard for your money, are able to pay the bills, and…