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Searching Content indexed under Family and Matrimonial by Samantha Prasad ordered by Published Date Descending.
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1
The TaxLetter: The Vacation Home - Pitfalls
We are officially into summer vacation (in fact, I'm writing this while on holidays, renting a lovely house on the ocean).
Canada
29 Jul 2019
2
The Fund Library Publishes Samantha Prasad's "Spousal Tax Strategies, Part 2"
If your spouse is in a lower tax bracket than you, several tax strategies may let you take advantage of your spouse's lower tax rate. Last time, I looked at strategies
Canada
19 Jul 2019
3
The Fund Library Publishes Samantha Prasad's "Family Trusts Not Just For The Rich And Famous - Part 3"
And I'll finish off with a summary of why setting up a trust is worthwhile in the first place.
Canada
8 Aug 2018
4
The Fund Library Publishes Samantha Prasad's "Family Trusts Not Just For The Rich And Famous - Part 2"
While discretionary family trusts have come to be associated only with the very wealthy, they can be a useful estate and tax planning tool for every family.
Canada
3 Aug 2018
5
The TaxLetter: Discretionary Trusts - Proper Administration
Last month I wrote on the ABCs of a discretionary family trust.
Canada
26 Jul 2018
6
How To Leave A Bigger Legacy, Part 2
When planning a will, most people focus on "who gets what." Often overlooked is the fact that there's always a stealthy, unwanted third party to your will, the CRA, eager to get as big a share of your estate as it can
Canada
6 Mar 2018
7
The Fund Library Publishes Samantha Prasad's "How To Leave A Bigger Legacy"
When you are thinking about what to include in your will, your thoughts tend to focus on who gets what and who will take care of your kids.
Canada
28 Feb 2018
8
Tax Planning Your Will: A Bigger Legacy A Bigger Legacy
Usually when you are thinking about what to include in your will, your thoughts tend to focus on who gets what and who will take care of my kids.
Canada
26 Jan 2018
9
Changes To The Principal Residence Exemption: Home Sweet Home?
On October 3, 2016, the Department of Finance introduced significant changes to the principal residence exemption ("PRE") rules in order to "improve tax fairness by closing loopholes...
Canada
28 Mar 2017
10
Winding Up A Family Trust To Avoid The Tax Hit
High net worth families often use family trusts for estate and succession planning. But because they are deemed to have sold all of their assets on each 21st anniversary, family trusts in effect have a tax life span of only 21 years.
Canada
27 Oct 2016
11
Succession Planning Using An Estate Freeze, Part 2
For high net worth individuals and families, taxes resulting from the disposition of an estate can be onerous and can impede a smooth transition of a business to the next generation.
Canada
21 Sep 2016
12
Succession Planning Using An Estate Freeze
Looking to found a family business dynasty? Here's a sobering statistic: Only about 10% of family-owned businesses make it past the third generation.
Canada
20 Sep 2016
13
Taxpayer Beware
The Liberal government's Federal Budget was released on March 22, 2016, with the theme of "growing the middle class".
Canada
24 Aug 2016
14
The TaxLetter: The Estate Freeze
An often-quoted statistic is that only about 10 per cent of familyowned businesses remain sustainable into the third generation. This has a lot to do with the lack of proper planning while the founding...
Canada
23 Aug 2016
15
The TaxLetter: Tax Traps - Wind-Up Of A Family Trust
In last month's article, I noted that family trusts only have a tax life span of 21 years, as they are deemed to have sold all of their assets on each 21st anniversary.
Canada
23 Aug 2016
16
The Taxletter: Family Business Succession Planning II: The Refreeze
Last month I discussed how estate freezes were a good planning tool for family-owned businesses. One point I did not mention was that estate freezes are also a good strategy if your business had gone down...
Canada
15 Aug 2016
17
Family Business Succession Planning II: The Refreeze
Last month I discussed how estate freezes were a good planning tool for family-owned businesses.
Canada
15 Aug 2016
18
Associated-biz Tax Trap Could Lurk In Estate Freezes
The Small Business Deduction is an incredibly lucrative tax break for family-owned businesses. But what the Canada Revenue Agency gives it can also take away.
Canada
26 Nov 2015
19
The TaxLetter: Cost Of Giving
It's June and many readers of The TaxLetter may be a bit flush with cash thanks to tax refunds that have come in.
Canada
5 Oct 2015
20
How To Create A Tax-Efficient Will, Part 2
Thinking about drafting a will? Or updating an old will? Don't forget your silent beneficiary, the Canada Revenue Agency.
Canada
14 Aug 2015
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