Estate Freezes – Tompkins Insurance

All Articles Business Succession Capital Loss Carry Back Planning EOTs Estate Freezes Pipeline Post-Mortem Planning Trusts

June 3, 2026

Legislative matters – Matter to STEP

Many of the measures we’ve been keeping our eyes on have progressed with the help of STEP.

Florence Marino

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All Articles Anti-Avoidance Estate Freezes

October 2, 2024

CRA Guidance on Mandatory Disclosure – Contingent fees

CRA guidance on mandatory reporting says referral fees in respect of estate freeze transactions and the acquisition of life insurance do not require mandatory reporting. Positive for mainstream non-aggressive tax planning connected to life insurance…

Florence Marino

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All Articles Anti-Avoidance Business Succession Estate Freezes

March 27, 2024

The new GAAR is already getting warmer

More good news from the CRA on the new GAAR. Common tax and estate planning transactions that were not GAAR-able before are not going to be GAAR-able now.

Florence Marino 0

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Estate Freezes3

Legislative matters – Matter to STEP

CRA Guidance on Mandatory Disclosure – Contingent fees

The new GAAR is already getting warmer

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Estate Freezes3

Legislative matters – Matter to STEP

CRA Guidance on Mandatory Disclosure – Contingent fees

The new GAAR is already getting warmer

CATEGORIES

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Contact Us

Location