Wealth and tax matters for individuals and private companies

Download

2011, Issue 2

Welcome to our current edition of Wealth and tax matters. This edition covers a wide range of topics that we hope you will find interesting and useful. Colleagues listed at the end of this publication are happy to answer any questions that you may have after reviewing the articles.

With Thanksgiving now passed and the holiday season around the corner, many of us turn our thoughts to family matters. The first pair of articles addresses some of these. We start off with the basics of will planning and then move on to issues arising in business succession.

Our second set of articles focuses on new initiatives and changes in the area of tax. Specifically we outline the new initiatives proposed by the Canada Revenue Agency with respect to high net worth individuals as well as changes to the “kiddie tax” regime. We also discuss tax traps of which those with an existing shareholders’ agreement—or those negotiating one—should be wary.

Our final two articles deal with cross-border matters such as owning a U.S. rental property and considerations for those individuals departing Canada.

Thank you for reading our publication. Please let us know if we can be of assistance to you in dealing with your wealth and tax matters.

Previous Editions

	Wealth and tax matters for individuals and private companies 2011, Issue 1 (1.38 MB)
	Wealth and Tax Matters: Winter 2011 (782 KB)
	Wealth and Tax Matters: Summer 2010 (661 KB)
	Wealth and Tax Matters: Winter 2010 (550KB)
	Wealth and Tax Matters: Autumn 2009 (516 KB)
	Wealth and Tax Matters: Spring 2009 (787 KB)
	Wealth and Tax Matters Winter 2009 (588 KB)
	Wealth and Tax Matters Autumn 2008 (438 KB)
	Wealth and Tax Matters Spring 2008 (396 KB)