Canadian Vacation Property Sucession Planning

Oct 29, 2018 |William Vastis
Vacation properties go by many names: cottage, chalet, camp, cabin or secondary home. Regardless of what they call it, many Canadians receive great personal enjoyment from their vacation property. Some owners feel it is important to keep the vacation...
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Donation of employee stock options

Oct 08, 2018 |William Vastis
As an employee, you may have been granted stock options by your employer. Generally, there are no tax implications when the stock options are first granted to you. However, when you decide to exercise the options, you will realize a security options benefit...
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Taxation of business income in a corporation

Sep 17, 2018 |William Vastis
Today we continue with our series of articles that explains how different types of income are taxed in a corporation and explore some of the key issues to consider when you have surplus cash in your corporation. The purpose of this article is to review...
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Charitable Donations Through Your Corporation

Sep 03, 2018 |William Vastis
If you are a business owner you can potentially benefit from additional tax efficiency strategies. To encourage charitable giving, the government provides a corporation with a tax deduction when the corporation makes a donation to a registered charity...
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Tax Planning Checklist for Students

Aug 27, 2018 |William Vastis
If you are a student or are considering a return to school, you may wish to take advantage of all the tax credits and deductions available to you as a student. This checklist provides a useful quick reference for the most common federal tax credits, deductions...
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Moving to Canada

Jul 17, 2018 |William Vastis
Are you a newcomer to Canada, or have you ever had an extended time away and thinking of moving back? If either of these describe your current situation, check out the article below that has an overview of the Canadian tax system and planning strategies...
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Five key questions in estate planning and wealth transfer

Apr 05, 2018 |William Vastis
Wealth Management Services offers up wealth planning guidance and considerations in their latest Special Report When thinking about life in general, one of the most amazing aspects is that no two lives are ever the same. Each individual’s life is a unique...
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7 Drivers for Determining If a Family Office Is Right for Your Family

Nov 29, 2017 |William Vastis
How do you know whether your family should start a family office? It might help to take a brief detour first to define what a family office is. In simple terms, a family office is a private organization created to oversee and manage the financial needs...
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Retirement and estate solutions using surplus cash in a corporation

Aug 18, 2017 |William Vastis
Today's post is the last in our series of articles that explains how different types of income are taxed in a corporation and explore some of the key issues to consider when you have surplus cash in your corporation. This article discusses possible retirement...
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Withdrawing surplus cash from a corporation

Aug 17, 2017 |William Vastis
In today's post we continue the series on our series that explains how different types of income are taxed in a corporation and explore some of the key issues to consider when you have surplus cash in your corporation. This article discusses various methods...
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