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…

Succession planning tips for small-business owners.

By Yisroel Sandel on May 02, 2017

Thinking about handing over the reins to your business? These considerations will help you create an effective and tax-efficient succession plan. There are many benefits to being your own boss,…

Make a will…

By Yisroel Sandel on April 02, 2017

I recently read about someone who was relatively wealthy person, married, had 3 kids and was in his early 40s. His intention was to make a will and leave everything…