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Bare Trusts and New Reporting Rules
With limited exceptions, starting with the 2023 tax year, the trust reporting rules in Canada have expanded to capture bare trust...
Heather Marshall
Oct 20, 20233 min read


The Challenge of Dealing with Personal Effects
A recent article published in the Globe and Mail* estimates that over the next 10 years, Canadians will inherit an estimated One Trillion...
Heather Marshall
Dec 2, 20224 min read


Prescribed Rate Loans for Income Splitting – Lock in the Rate Before July 1, 2022!
The Canadian income tax system uses the individual as the tax unit rather than the family. In many cases, this results in unequal tax...
Heather Marshall
Jun 5, 20222 min read


Proving the Validity of a Signature on a Will
In Ontario, there are certain formalities that must be followed for a Will to be validly executed: (1) the testator (Will signer) must...
Heather Marshall
Sep 27, 20212 min read
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