News & Events

November 4, 2015
Liberal government may limit the stock option benefit deduction

Since the Liberals won a majority in the election last month, more focus has been centered on the tax proposals outlined in their election platform.  One proposal was to limit the stock option deduction available to $100,000 per year. In an earlier post, we explained generally how stock options are taxed for employees: W... Read More

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September 17, 2015
The Venture Financing Wisdom of Taylor Swift

Everybody knows the Valley holds the key to all things seed financing. So, prepping for this article, that’s just where I headed to consult an expert – in this case, Ms. Taylor Swift. My daughter and I recently had the (guilty) pleasure of sitting down with Ms. Swift at Levi’s Stadium in San Jose for an intimate discu... Read More

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August 18, 2015
When it May be Wise to Look a Gift Horse in the Mouth

If you have a family member who owes money to the Canada Revenue Agency (“CRA”), and they transfer property to you (for example: money, car, real estate, art, jewelry) for little or no consideration, the CRA may be able to force you to pay your family member’s tax debt up to the value of the property you received. Ma... Read More

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August 10, 2015
Trusts: Documenting Decisions

As discussed in a previous blog post, the trustees of a trust make all decisions with respect to the trust and the property held by the trust, within the parameters of the trust settlement, keeping in mind that the trustees must act in the best interests of the beneficiaries at all times. All material decisions of the trus... Read More

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August 4, 2015
Donating the Proceeds from the Sale of Private Company Shares

Donating the proceeds from the sale of private company shares to charity may become more tax efficient for donors On April 21, 2015 the Federal government tabled their budget (the “Budget”) which included several measures that could impact donations made to charitable organizations. One of the most notable proposals i... Read More

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