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Tax strategy for Canadian business owners.
Estate planning, business structuring, wealth protection, and the strategies your advisor should be talking about. Now free and accessible to everyone. Read our story →
Fix Bill C-31 — Stop CRA's 3 New Audit Powers From Hitting Ordinary Canadians
Parliament is handing CRA three new audit powers that were written for offshore millionaires but apply to all 41 million of us. The bill passed by 5 votes — and it's not law yet.
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SoloFamily Trusts Explained: Why The Wealthy Never Gift Their Kids Anything
Why wealthy Canadian families never put assets in their kids' names, how a family trust actually works, and the timing decision worth $1.3 million.
- RRSP
- Tax Benefits
- Business Sale
SoloDo You Actually Need A Holding Company?
How a holding company can reduce taxes, protect assets, and improve long-term planning for some Canadians – while creating unnecessary cost and complexity for others.
- Holding Company
- Holdco Structure
- LCGE
SoloCRA Takes 54% Of Your RRSP When You Die (Unless You Do This)
How a $1 million RRSP can create a $500,000+ tax bill at death – and the little-known planning strategy that may help families keep far more of their wealth.
- RRSP
- Family Trust
- Beneficiary Designations
SoloEstate Planning Explained: Will vs. Trust In Canada
How wills, beneficiary designations, joint ownership, and trusts actually control your assets in Canada – and why many families discover critical estate planning gaps only after a crisis occurs.
- Estate Planning
- Family Trust
- Income Splitting
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Family Trusts Explained: Why The Wealthy Never Gift Their Kids Anything
Why wealthy Canadian families never put assets in their kids' names, how a family trust actually works, and the timing decision worth $1.3 million.
- RRSP
- Tax Benefits
- Business Sale
- Solo
Do You Actually Need A Holding Company?
How a holding company can reduce taxes, protect assets, and improve long-term planning for some Canadians – while creating unnecessary cost and complexity for others.
- Holding Company
- Holdco Structure
- LCGE
- Solo
CRA Takes 54% Of Your RRSP When You Die (Unless You Do This)
How a $1 million RRSP can create a $500,000+ tax bill at death – and the little-known planning strategy that may help families keep far more of their wealth.
- RRSP
- Family Trust
- Beneficiary Designations
SoloYour Family Can Save 12K A Year Through This Tax Strategy
How Canada's 3% prescribed-rate trust strategy can legally shift investment income to children – but new AMT rules may now reduce or even reverse the tax savings.
- Family Trust
- Tax Planning
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From the Blog
All posts →Should You Put Assets In Your Kids' Names? Why Wealthy Canadian Families Never Do
Wealthy Canadian families almost never put assets in their kids' names. Here's why, how a family trust works instead, and the timing decision worth $1.3 million.
Do You Need A Holding Company In Canada? The 5 Signs
A holding company can save hundreds of thousands in tax – or add needless complexity. Learn the five signs it makes sense, from surplus cash and investments to asset protection and business sales.
The RRSP Trap: Why CRA Takes 54% Of Your RRSP When You Die (And How To Stop It)
A $1 million RRSP can trigger a $540,000 tax bill at death. Learn the little-known strategy that can legally reduce that tax burden and preserve more wealth for your family.