What tax matters are important when emigrating?

by Lorne Saltman | Jan 20, 2021 | • Estate planning, • Family Governance and Family Charter, • Residency; consequences, double nationality, cross border estate planning, • Tax planning (estate taxes and duties), • Tax planning (personal income tax)

When you take up residence in another country, have you obtained advice on tax matters both on departure and on any risks of having continuing connections with your former residence? While it is possible with proper planning to minimize tax on expatriation to another...

Investing in U.S. Real Estate – A Canadian Perspective

by Lorne Saltman | Apr 20, 2020 | • Family assets; art collection, portfolio, real properties

Investing in US Real Estate - A Canadian Perspective Structure your real estate investments to preserve your assets on a tax-effective basis If you are making investments in U.S. real estate, you can avoid common pitfalls and take full advantage of opportunities by...

Protecting real estate after death – Canadian NPO

by Lorne Saltman | Apr 20, 2020 | • Family assets; art collection, portfolio, real properties, • The will or testament

Protecting real estate after death - Canadian NPO Structure your real estate investments to preserve your assets on a tax-effective basis. If you are considering acquiring a domestic vacation property, you can avoid common pitfalls and take full advantage of...

Common pitfalls with a USA Family Trust

by Lorne Saltman | Apr 20, 2020 | • Family assets; art collection, portfolio, real properties, • Foundations and trusts; structures to hold, control, protect and manage family wealth, • Tax planning (estate taxes and duties)

Common pitfalls with a USA Family Trust Structure your real estate investments to preserve your assets on a tax-effective basis. If you are acquiring a vacation home in the USA, you can avoid common pitfalls and take full advantage of opportunities by using...

Common Tax Pitfalls with Real Estate Investments

by Lorne Saltman | Apr 20, 2020 | • Family assets; art collection, portfolio, real properties, • Tax planning (corporate income tax), • Transfer to the Next Generation

Common Tax Pitfalls with Real Estate Investments Structure your real estate investments to preserve your assets on a tax-effective basis In a variety of real estate investments, you can avoid common pitfalls and take full advantage of opportunities by using...

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Principal Residence Trust

by Lorne Saltman | Aug 22, 2014 | • Foundations and trusts; structures to hold, control, protect and manage family wealth

Setting up a trust to hold a family home can provide tax benefits and asset protection. The family home is often one of the key family assets. It can be the object of friction among family members, and be subject to tax on sale or death, unless proper planning is...

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