tax

All Articles

October 29, 2025

2025 Pre-budget musings – Is tax reform on the horizon?

The Federal budget is coming down next week. Is tax reform on the horizon?

Florence Marino

Love0

All Articles Business Succession Capital Gains EOTs Post-Mortem Planning

August 27, 2025

Summer reading of the legislative kind

The August 15, 2025 package of draft legislation addresses some of the tax legislative back log.

Florence Marino

Love0

All Articles Capital Gains Capital Loss Carry Back Planning Post-Mortem Planning

February 12, 2025

Capital gains inclusion rate change – Back to where we started

Deferred implementation of proposed changes to the capital gains inclusion rate to January 1, 2026 brings us back to where we always were. Funding estate tax liabilities should remain in focus.

Florence Marino

Love0

All Articles Business Succession EOTs Life Insurance Tax Trusts

July 31, 2024

Legislative loose ends

For an update on enacted tax legislation and some of the loose ends we’ve been following.

Florence Marino

Love0

All Articles Life Insurance Tax Personal Ownership

July 17, 2024

Roll-over of life insurance to a child – it’s a thing!

For a primer on the ins and outs of the rollover for transfers of a life insurance policy to a child.

Florence Marino

Love0

2025 Pre-budget musings – Is tax reform on the horizon?

Summer reading of the legislative kind

Capital gains inclusion rate change – Back to where we started

Legislative loose ends

Roll-over of life insurance to a child – it’s a thing!

CATEGORIES

Contact Us

Location

tax

2025 Pre-budget musings – Is tax reform on the horizon?

Summer reading of the legislative kind

Capital gains inclusion rate change – Back to where we started

Legislative loose ends

Roll-over of life insurance to a child – it’s a thing!

CATEGORIES

Tags

Contact Us

Location