Firearms – What to know about making a gift of a firearm
Firearms – What to know about making a gift of a firearm Continue Reading »
Estate Planning, Succession Planning, WillsSuccession Planning
Total 154 Posts
TIME FOR A REFREEZE – PART 2
In my last blog, I wrote about how you might consider refreezing your existing freeze shares if the enterprise has recently declined in value, so that your chosen successors can participate sooner in the future growth of your enterprise and in the meantime your tax liability can be reduced on the disposition of those shares by you or your estate. Today I would like to write about how you might accomplish a refreeze and provide you with a few words of caution.
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TIME FOR A REFREEZE – PART 2 Continue Reading »
Business Succession Planning, Canada Revenue Agency, Estate Administration, Estate Planning, Investments, Small Business, Succession Planning, Tax IssuesTIME FOR A REFREEZE?
The freezing of current share value so that your chosen successors can easily participate in the future growth of your enterprise is a common estate planning technique. What if the value of the frozen shares now exceeds the value of the enterprise as a whole?
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TIME FOR A REFREEZE? Continue Reading »
Business Succession Planning, Canada Revenue Agency, Estate Planning, Investments, Liability, Small Business, Succession Planning, Tax IssuesHuguette Clark: prepared to be an heiress ?
Huguette Clark died on May 24, 2011 in New York city at the age of 104. A hospital served as her residence for the last 20 years. Her estate is estimated to be about $500 million.
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Huguette Clark: prepared to be an heiress ? Continue Reading »
Estate Planning, Family Conflict, In the News, Succession Planning, United StatesALTERNATIVES TO ‘SINGLE-PURPOSE’ CORPORATION FOR U.S. ESTATE TAX PLANNING
If you have a “single-purpose” corporation for U.S. estate tax planning, this may be a good time to explore an alternative way of holding U.S. real estate…..
ALTERNATIVES TO ‘SINGLE-PURPOSE’ CORPORATION FOR U.S. ESTATE TAX PLANNING Continue Reading »
Canada Revenue Agency, Canadian and US Tax Treaty, Estate Planning, Investments, IRS, Property, Succession Planning, Trusts, United States, US Taxes