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...
So much of retirement planning is based on retirement income. Something that many advisors do not talk about with their clients is what retirement life is going to look like. Mehul interviews retirement expert, Susan Latremoille, on the non-financial side of retirement and the work she does to make sure individuals spend their retirement feeling enriched and fulfilled. We hope you enjoy the episode! For more information, visit www.westmountwealth.com or contact us at https://www.westmountwe...
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...
