Tax Strategy
Tax Strategy
Capital Dividends Account: Tax-Free Corporate Cash
For Canadian incorporated professionals, entrepreneurs, and family holding companies (HoldCos),...
Tax Strategy
CRA Prescribed Rate Loans: Spousal Income Splitting
In high-net-worth Canadian households where one spouse earns a significant...
Tax Strategy
Charitable Remainder Trusts: Tax Shield Math in Canada
For affluent Canadian philanthropists, senior business owners, and estates facing...
Tax Strategy
Corporate Winding-Up in Canada: Section 88(1) Tax Bump
In the high-stakes arena of Canadian corporate mergers, acquisitions, and...
Tax Strategy
CRA Medical Expense Tax Credit: What Couples Can Claim
For Canadian households managing chronic health conditions, fertility treatments, specialized...
Tax Strategy
CRA Voluntary Disclosures: Relief for Unreported Income
For high-net-worth Canadian investors, business owners, and expatriates who discover...
Tax Strategy
CRA Section 15(2) Rules: Shareholder Loan Tax Trap
For Canadian entrepreneurs, incorporated consultants, and owners of Canadian-Controlled Private...
Tax Strategy
CRA GAAR Rules: New 25% Penalty & Substance Tests
For high-net-worth Canadian families, incorporated physicians, technology founders, and corporate...
Tax Strategy
Corporate Passive Income in Canada: SBD Clawback Math
For more than half a century, the primary wealth accumulation...
Tax Strategy
Section 85 Rollover in Canada: Tax-Deferred Asset Math
For Canadian entrepreneurs, medical professionals, and growing business owners, the...
Tax Strategy
Section 107(2) Rollover in Canada: Trust Asset Math
For high-net-worth Canadian families utilizing personal, testamentary, or inter vivos...
Tax Strategy
Alternative Minimum Tax in Canada: 2026 Rules & Math
For decades, Canada's Alternative Minimum Tax (AMT) was an obscure...
Tax Strategy
CRA Form T1135 Rules: Foreign Property Penalties
If you own shares of Apple, Microsoft, Amazon, or a...
Tax Strategy
Canada Terminal Tax Return: Rights or Things Filing Math
Canada Terminal Tax Return: Rights or Things Filing Math If...
Tax Strategy
Rental Property CCA in Canada: The Tax Recapture Trap
Rental Property CCA in Canada: The Tax Recapture Trap If...
Tax Strategy
Corporate Winding-Up in Canada: Section 88(1) Tax Bump
Corporate Winding-Up in Canada: Section 88(1) Tax Bump
In the high-stakes arena of Canadian corporate mergers, acquisitions, and...
Tax Strategy
CRA Medical Expense Tax Credit: What Couples Can Claim
CRA Medical Expense Tax Credit: What Couples Can Claim
For Canadian households managing chronic health conditions, fertility treatments, specialized...
Tax Strategy
CRA Voluntary Disclosures: Relief for Unreported Income
CRA Voluntary Disclosures: Relief for Unreported Income
For high-net-worth Canadian investors, business owners, and expatriates who discover...
Tax Strategy
CRA Section 15(2) Rules: Shareholder Loan Tax Trap
CRA Section 15(2) Rules: Shareholder Loan Tax Trap
For Canadian entrepreneurs, incorporated consultants, and owners of Canadian-Controlled Private...
Tax Strategy
CRA GAAR Rules: New 25% Penalty & Substance Tests
CRA GAAR Rules: New 25% Penalty & Substance Tests
For high-net-worth Canadian families, incorporated physicians, technology founders, and corporate...
Tax Strategy
Corporate Passive Income in Canada: SBD Clawback Math
Corporate Passive Income in Canada: SBD Clawback Math
For more than half a century, the primary wealth accumulation...
Tax Strategy
Section 85 Rollover in Canada: Tax-Deferred Asset Math
Section 85 Rollover in Canada: Tax-Deferred Asset Math
For Canadian entrepreneurs, medical professionals, and growing business owners, the...
Tax Strategy
Section 107(2) Rollover in Canada: Trust Asset Math
Section 107(2) Rollover in Canada: Trust Asset Math
For high-net-worth Canadian families utilizing personal, testamentary, or inter vivos...
Tax Strategy
Alternative Minimum Tax in Canada: 2026 Rules & Math
Alternative Minimum Tax in Canada: 2026 Rules & Math
For decades, Canada's Alternative Minimum Tax (AMT) was an obscure...