Have you been tuning in to the Zeifmans’ Non-Resident Digital Event Series? So far, we’ve discussed the niche challenges experienced by high net worth individuals, as well as tips and ...
The wisdom continues with Zeifmans’ Non-Resident Digital Event Series: High Net Worth Edition
Our Non-Resident Digital Event Series continues, with our second installment, “High Net Worth Edition: Legacy, Preservation, and Optimization”, serving up more wisdom from three new industry experts. Continuing our earlier ...
Executor and beneficiary: Know your role
When a person passes away, there are several important duties to be performed in order to fully carry out their financial wishes. Simply having a will isn’t enough to make ...
Ontario realtors: Here’s how to harness the power of Bill 145’s tax savings
2020 has been an interesting year for real estate to say the least. Different markets have responded to the pandemic in a variety of ways, some spiking and some dipping. ...
Family and corporate governance: A powerful combination
One of the most valuable qualities that family businesses share is intimacy – that is why family and corporate governance is so important. Not only do the team members know ...
How to minimize or defer taxation on your trust’s 21st anniversary
At the 21 year mark, a trust is deemed to have disposed all of its assets at fair market value. And while that doesn’t mean that the beneficiaries lose the ...
Ownership transition strategies: 4 factors to bridge the generation gap
If there is a single constant in the world of business, it’s change. Savvy and successful business owners know that when things get a little too comfortable, it’s often a ...
The non-resident’s guide to Canadian real estate
Economic and political stability. Low unemployment rates. Excellent health care. It’s no wonder why so many people from across the world choose Canada as their ideal location for real estate ...
Building a legacy wealth plan: Strategic planning expert Jonah Bidner shares what you need to know
In this uncertain time, the last thing you need to worry about is the future of your legacy wealth plan. It’s impossible to accurately forecast everything that will take place ...