Category: Estate Planning

An image of an estate in Halton region that recently met with their estate planning team

Executors Beware: The Overlooked Tax Loss on a Deceased’s Principal Residence

March 11, 2026
Navigating Deceased Tax Matters: Why You Should Consider an Accounting Firm for Help with the CRA

Navigating Deceased Tax Matters: Consider an Accounting Firm for CRA Help

September 21, 2023
An image of a small business owner discussing their holding company with their local accountant

How Small Business Owners Can Benefit From Differences Between Holding Company and Trust

August 3, 2023
An graphic showing a man holding an image of an estate above his computer.

How Small Business Owners Can Use Estate Freeze For Wealth Transfer

July 20, 2023