Have you, or someone you know, done an estate freeze?
Would you like to save taxes AND create a lot of philanthropy?
If you answered “yes” to any of the above, my latest article published by Investor’s Digest of Canada is a must-read.
“A Private Company Share Donation Strategy" explains that in addition to the obvious ‘feel good’ aspects of any donation, donors of private company shares achieve several desirable outcomes: reduce estate taxes, create a substantial charitable legacy and get money out of the company on a tax-free basis.
You have a choice - charity or the tax department – our clients prefer to use tax dollars for charitable purposes.
Please reach out to your advisor or contact us for a no-obligation conversation to learn more.