Blog
In a crowded news and media landscape, it can be difficult to keep up with the latest financial news, updates and policy changes that matter to you. Through curated blog posts, our trusted team of experts provides you with insights, analyses and perspectives on those issues most relevant to you.
Our Latest Insights
Unsolicited Offer for your Brokerage? How Should You Respond?
The “Double Tax” Problem – Holding Private Company Shares on Death
When to Value a Company – Part 10: Allocating the Purchase Price for an Acquisition
Insurance Brokerage Industry – Let’s Talk Management Buy-ins
The Role of Shadow Valuation Experts in Family Law
The Use of an Alter Ego Trusts or a Joint Spousal Trust as an Estate Planning Tool
Canada’s Version of a 409A Valuation
Tax Consequences When a Person Passes Away in Canada
Family Succession Planning for Insurance Brokerages
Should Distributive Taxes be Deducted in Valuing Redundant Assets?
