Business Succession Planning

Understand the Value of a Holding Company

Holding companies can be a great tool for successful small business owners. Holding companies, or Hold co.’s, provide business owners with an opportunity for additional ...
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Understanding the Lifetime Capital Gains Exemption

The Lifetime Capital Gain Exemption (LCGE) was introduced in Canada in 1986. The LCGE allows for individuals to shelter a certain amount of capital gains ...
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Estate Freezes 101

An estate freeze is a tax planning technique that allows a small business owner to freeze the growth of their interest in their company in ...
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How to Keep the Family Business Thriving For Generations to Come

Most corporate dynasties fail to make it to a second generation, making these Canadian firms thriving under the leadership of the founder’s grandkids (and great-grandkids!) ...
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