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Searching Content indexed under Wills/ Intestacy/ Estate Planning by Crowe Soberman LLP ordered by Published Date Descending.
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1
8 Costly Estate Planning Mistakes
Overheard at Crowe Soberman is a series of blog posts and videos where we talk about the things we talk about around the office and with our clients except
Canada
28 Aug 2019
2
Ali Spinner | Tax Accountant Toronto | Crowe Soberman (Video)
Ali Spinner is a partner in the Crowe Soberman Tax Group, specializing in domestic and international tax services, estate planning, and due diligence.
Canada
29 Jan 2019
3
Overheard at Crowe Soberman | The Great Wealth Transfer
Values don't always remain constant from one generation to the next.
Canada
19 Oct 2018
4
Planning For Your Digital Future (Infographic)
Have you ever received spam emails from a friend who has passed away? Or been reminded by Facebook of a deceased schoolmate's birthday?
Canada
19 Jun 2018
5
Transitioning Your Family Business – A Succession Checklist
Have you ever considered what comes next? Do you have a succession plan for your family business? Deciding when and how to leave the business you've spent years trying to build is never easy.
Canada
21 Mar 2018
6
Death, Taxes, and Money: When a Loved One Passes
"It's a common scenario," says Ali Spinner, a tax partner specializing in estate planning at Crowe Soberman LLP in Toronto. "In many cases, one spouse is more financially savvy than the other. When that spouse passes, the surviving spouse is forced to become the driver of financial decisions, and become very knowledgeable, very quickly."
Canada
29 Nov 2017
7
Top 10 Money-Saving Tips For Manufacturers
For most manufacturers, the focus is on production, staffing, sourcing supplies and most importantly, getting that product out to their customers. All of those areas are essential...
Canada
6 Mar 2017
8
From Tots To Tweens: Tax Savings Tips For Parents
Crowe Soberman tax partner, Silvia Jacinto, joined BNN for Your Money Month to discuss some practical tax saving tips for parents of tots or teens ready to head off to university.
Canada
22 Feb 2017
9
Goods And Services Tax/Harmonized Sales Tax (GST/HST) And Death
The death of an individual that operates a business as a sole proprietor may have GST/HST implications; mostly for the deceased's estate (the "Estate") and its trustees.
Canada
13 Feb 2017
10
Podcast – Your Digital Footprint with Alan Wainer
Recently, Crowe Soberman partner Alan Wainer was invited to join the host of The Wealth4Self podcast, Marshall Vaughan, to discuss: – digital estate planning / – your digital assets / – naming a digital executor and – storing your data.
Canada
19 Jan 2017
11
inFocus: Best Of 2016
Change is a natural part of life – for people as individuals and in the lifecycle of a business as well. Companies must grow, evolve and re-invent to stay competitive in an ever-changing world.
Canada
6 Dec 2016
12
RESPs And The Death of the Subscriber – Part I
Although the Registered Education Savings Plan ("RESP") was first introduced by the Government of Canada in 1972, the current incarnation we are most familiar with stems from proposals introduced in the 1998 Federal Budget.
Canada
8 Nov 2016
13
Proposed Changes To Canada's Principal Residence Claim
The sale of a capital property for an amount greater than its cost generally leads to a capital gain, 50 percent of which is taxable in Canada.
Canada
12 Oct 2016
14
Making Senior Care More Affordable: Tax Considerations
One of the biggest concerns for families of seniors requiring residential facility care, is how to make that care more affordable.
Canada
22 Jun 2016
15
Estate Planning For Your Digital Assets: Your Digital Footprint
Have you ever Google-searched your name on the Internet? If so, were you shocked at what you discovered?
Canada
10 Mar 2016
16
Significant Changes To The Taxation Of Trusts and Estates
Significant changes have been made to the taxation of trusts and estates that may have a major impact on your tax and estate planning. This bulletin highlights the main tax planning considerations now required to deal with these recent changes.
Canada
6 Jul 2015
17
Ontario Budget - 2015 Tax Highlights
This year's budget proposes generally modest tax changes including the reduction or elimination of certain business tax credits, and the introduction of measures to parallel the recent federal provisions related to the taxation of testamentary trusts and estates.
Canada
24 Apr 2015
18
Do You Have Your House in Order?
There are many personal documents that you must review and/or update on a regular basis. Many people don’t find time to deal with these very important matters.
Canada
3 Dec 2014
19
Estate Planning For Your Digital Assets
Visiting the doctor for my annual medical checkup has become second nature to me. And as an accountant, meeting with my medical professional clients and their spouses to conduct their annual financial checkups is something that I too prescribe.
Canada
18 Aug 2014
20
The Next Step For You And Your Business
Have you spent a great deal of your working life creating a successful small to medium-sized business (SMB), only to realize that retirement is on the horizon?
Canada
19 May 2014
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