Tax Strategies

Cap gains hike will hit estate-planning trusts hard

Tax Strategies

Cap gains hike will hit estate-planning trusts hard

Capital gains not flowed out to beneficiaries are "trapped" in the trust at death

By Rudy Mezzetta |May 17, 2024

4 min read

Realizing capital gains for CCPCs before June 25

Planning and Advice

Realizing capital gains for CCPCs before June 25

Business owner’s compensation is one of several factors to consider

By Benjamin Felix  and  Mark Soth |May 8, 2024

5 min read

Principal residence exemption: choosing which home to claim

Tax Strategies

Principal residence exemption: choosing which home to claim

Homeowners must now consider the proposed higher capital gains inclusion rate

By Rudy Mezzetta |May 7, 2024

4 min read

Don’t rush to sell assets due to higher inclusion rate, experts say

Tax Strategies

Don’t rush to sell assets due to higher inclusion rate, experts say

Determining how long the client was going to hold the asset is an important factor in the decision

By Rudy Mezzetta |April 30, 2024

5 min read