What We Do
Family Business Services
Operating a family-owned enterprise presents a distinct array of advantages and hurdles, ranging from succession and estate planning to the intricacies of managing relationships with family members and stakeholders. Frequently, there exists a convoluted array of concerns and sensitivities that must be delicately navigated to safeguard the welfare of both the business and the family.
Insights
Estate Planning During Major Milestones: What to Know When Remarrying
Ontario’s estate laws have significantly changed in the last few years, making it much more important to review your will after serious life events like a re-marriage or separation. While ...
Attention Snowbirds: Your U.S. Stay May Trigger Tax Obligations
For Canadian snowbirds who spend extended periods in the U.S., it’s important to be aware that your time south of the border could trigger U.S. tax filing requirements. Even if ...
How Canada’s New AMT Rules Could Impact Your Charitable Donations
For many Canadians, charitable giving isn’t just about taxes—it’s about making a difference. But recent changes to the Alternative Minimum Tax (AMT) might make generosity a little more complicated, especially ...