Life Insurance Shares

By Yisroel Sandel on September 01, 2017

An LI Share is typically a non-voting preferred share. LI Shares are a great tool for reducing Capital Gains Tax that arises on the death of a common stock shareholder.…

U.S. Estate Tax For Canadians

By Yisroel Sandel on August 02, 2017

U.S. citizens, are subject to U.S. estate tax on the fair market value of their worldwide assets on death. For 2016, the U.S. estate tax applies on the value of…

Shareholder agreements

By Yisroel Sandel on July 03, 2017

If your corporation has more than one shareholder, a shareholders’ agreement should be drawn up to establish the ongoing rights and responsibilities of the shareholders in the ownership and administration…

Succession & Estate Planning

By Yisroel Sandel on June 02, 2017

At a time when many baby-boomers are planning their retirement, the preservation and eventual transfer of your family assets are becoming a major concern. Estate planning aims to minimize the…