Blog
Insights for owners, families, & organizations navigating complex tax & financial decisions.
We publish short, practical articles on issues we see every day — especially owner-managed tax, Canada–U.S. cross-border considerations, and estate and succession topics.
Explore our blog.
Preserving Your Legacy: Estate Planning and Your Business
In life, they say the only two certainties are "death" and "taxes." While these might not be the most uplifting topics, there is a silver lining: by employing smart tax strategies, you can significantly reduce the income tax burden your heirs face after you're gone....
Securing the Future: Succession Planning for Your Business
Picture this: after years of hard work and dedication, your business stands as a testament to your vision and tenacity. It's a thriving entity that's not only supported your family but also become an integral part of it. Now, as you contemplate the future, you're...
Maximizing Tax Efficiency: Income Splitting for Couples
Tax planning can be a complex puzzle, especially when it comes to optimizing your financial situation as a couple. If you've ever wondered whether it's possible to give or lend money to your lower-income spouse for investments, and in turn, pay less tax, you're not...
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