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Happy Holidays!
As the year winds down, we’re looking forward to cozying up with our loved ones, sipping some hot cocoa, and maybe sneaking in an extra cookie or two!
This season we like to focus on cherishing the simple joys that the holidays bring and embracing this time with family and friends.
Our team will be offline from December 22 and back at it on January 5—ready to help you kick off the new year! (Don't worry, our Bookkeeping elves are planning ahead for this closure already)
We wish you a magical holiday filled with laughter and plenty of winter wonder!
Thank you for sharing your year with us—here’s to a brilliant and exciting 2026!
10/23/2025
🎃 The (Tax) Return of the Dead👻
If you own a Canadian private corporation, death can come with a… deemed disposition.
Translation: the CRA pretends you sold your shares at fair market value the moment before you pass. Capital gains arise on your terminal return, and later—when your heirs pull cash out—dividends can get taxed again. Double. Taxation. 😱
Good news: there are legit ways to break the curse:
Pipeline Plan: Turn that future dividend into repayment of a note so only the capital gain is taxed.
Loss Carryback: Wind up the company and use the loss to offset the gain at death (but dividends may still bite).
Want the plain-English walkthrough, numbers, and when each strategy makes sense?
👉 Read more on this topic here. https://wix.to/JKcbesB
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PO Box 20027
Courtenay, BC
V9N0A7
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| Wednesday | 9am - 5pm |
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