What happens when Canada’s tax system collides with the death of a business owner? In Part 2 of our Death and Taxes series, financial planner Mehul Gandhi shifts from host to guest as wealth advisor Joe Basque leads the conversation. Together, they unpack the “tax bomb” that often awaits successful business owners and their families—and why traditional estate planning falls short. From deemed dispositions to double taxation inside corporations, Mehul explains why wealth built in HoldCos and O...
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What happens when Canada’s tax system collides with the death of a business owner? In Part 2 of our Death and Taxes series, financial planner Mehul Gandhi shifts from host to guest as wealth advisor Joe Basque leads the conversation. Together, they unpack the “tax bomb” that often awaits successful business owners and their families—and why traditional estate planning falls short. From deemed dispositions to double taxation inside corporations, Mehul explains why wealth built in HoldCos and O...
Death & Taxes Part 1 - Interview with the Tax Lawyer
Mind Your Money
1 hour 6 minutes
5 months ago
Death & Taxes Part 1 - Interview with the Tax Lawyer
Death and taxes: two certainties—only one comes with a legal strategy. In Part 1 of this two-part series, Mehul Gandhi sits down with Jonathan Wright, corporate and tax lawyer at Ritchie, Kwo, & Wright LLP to unpack the complexities of dying with private company shares in Canada. From triple taxation nightmares to the strategic use of estate freezes, pipelines, and loss carrybacks, this episode lays the groundwork for business owners (and their advisors) to understand what really happens ...
Mind Your Money
What happens when Canada’s tax system collides with the death of a business owner? In Part 2 of our Death and Taxes series, financial planner Mehul Gandhi shifts from host to guest as wealth advisor Joe Basque leads the conversation. Together, they unpack the “tax bomb” that often awaits successful business owners and their families—and why traditional estate planning falls short. From deemed dispositions to double taxation inside corporations, Mehul explains why wealth built in HoldCos and O...
