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Category: "FMV"

  • Charitable Gifting Using Insurance: Unlocking Value After the Risk is Covered Off

    Business Owners, FMV, News

    In every stage of life, there are different needs and there are often concerns about risk. One example being, “If I were to die, how will my family be able to cover our expenses, taxes, or debts?”  Life Insurance is the most common vehicle utilized to address this risk. There are two types of Life […]

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  • 2016 Federal Budget

    2016 Federal Budget: The Middle Class Budget

    FMV, IPP, News, RCA

    On the election trail in 2015, the Liberal Party proposed a series of changes to eliminate certain benefits for higher income earners, to focus on cuts to the middle class and to increase spending on infrastructure and other special interest groups. On March 22, 2016 the first steps of this game plan were put into […]

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  • Valuations of Interests in Family Trusts

    FMV

    A family trust is created as either an inter vivos trust, established during the lifetime of the donor, or a testamentary trust, established in connection with a will. The retained income in an inter vivos trust has always been and will continue to be taxed at the flat top-tax rate; however, testamentary trusts receive favorable […]

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  • GBL’s Fraser Lang Featured in Morningstar Story

    FMV

    For self-employed professionals — such as doctors, dentists, lawyers and architects — the tax savings from using a personal or private corporation are well known. By incorporating their business, they can either retain earnings or pay dividends, thus managing the amount and timing of personal income taxes. A less well known but also effective tax-efficient […]

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