News
Topic: Corporate Taxes

Owning a corporation doesn't automatically qualify you for the Lifetime Capital Gains Exemption. Jared explains why shares must meet specific tests, why this is exit planning rather than just sale planning, and how passive investments or industry assumptions can quietly disqualify a business. Using real client examples, he shows why owners should confirm today whether their shares actually qualify.

Navigate Canada's mortgage landscape strategically by learning how the Smith Maneuver converts non-deductible debt into tax-efficient investment opportunities. Explore readvanceable HELOCs, investment tracing requirements, and five powerful accelerators—including Cashflow Dam for rental owners and Debt Swap for existing portfolios. Avoid costly implementation mistakes like commingling funds, understand deductibility rules, and time your debt conversion strategically.

If you're over 40, an Individual Pension Plan (IPP) could be a smart strategy to help you secure your financial legacy while reducing your business taxes.

When managing a corporate real estate portfolio, the decision to move your rental properties into a corporation can have a significant financial impact on your rental operation.

As 2024 draws to a close, proactive tax planning is essential for individuals and businesses to optimize their financial outcomes ahead of the 2025 tax season.