Business Owner

Business Owner

CCPCs… Stay tuned

On July 18, Canada’s Minister of Finance, the Honourable William Morneau, presented the highly anticipated discussion paper “Tax Planning Using Private Corporations.”

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Facts & Commentary

Corporate Tax Card

Corporate Tax Quick Reference Card

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Business Owner

CCPC investments and the taxation of income

A CCPC may hold investments for a number of reasons.  Choosing the most appropriate investment solution for a CCPC is dependent upon aligning the needs or wants of the shareholders and understanding how  investment income is taxed in a CCPC and the shareholders hands ultimately.

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Business Owner

Corporate investments and the role of RDTOH

When working with corporate clients, advisors have additional aspects to consider, namely: there are two taxpayers, how realized corporate investment income is taxed, and when the time comes - what is the most tax-efficient manner to pay out income to shareholders. This piece outlines the corporate RDTOH tax account and its impact on corporate investing.

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Business Owner

Power of 5 - The Corporate Client

“The Power of 5 – Working with Corporate Clients” addresses 5 key tax concepts advisors should consider and be aware of when working with corporate clients.

Canadian small business owners and incorporated professionals are valued prospects and clients. Planning for compensation, succession and estate, wealth accumulation, and liquidity events should be aligned with investment solutions and strategies for tax efficiency and effectiveness.