Estate Planning Calgary Archives - Page 2 of 7 - Calgary Family Office & Fee-For-Service Financial Planning

The Sneaky Tax That Surprises Business Owners at Exit: Understanding Canada’s AMT

March 08, 2026

When you sell your business, you expect to celebrate a major milestone, not face an unexpected tax bill. Yet many Canadian business owners are caught off guard by the Alternative Minimum Tax (AMT), a parallel tax system that quietly runs alongside your regular tax calculation.

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Family Office

AI in the Financial Industry: Why Judgment Is Still the Job

January 30, 2026

If you believe AI can replace your accountant, lawyer, or financial planner, answer this question without asking AI for help.

Estate Planning

What Should You Do with the Money Inside Your Holding Corporation After Retirement?

January 08, 2026

Many are advised to wind down the holding company quickly before passing away to avoid adverse tax consequences. While that might sound reasonable, it’s often not the most tax-efficient route.

Hands holding paper people close up symbolizing a family trust

Estate Planning

Trusts & Estate Planning: What You Need To Know

November 28, 2025

Estate planning is essential for families who have built significant wealth, and particular attention needs to be paid when there is a family trust involved. Many assume that trust assets will be handled according to their will, but this is not the case. Understanding the role of trustees, how assets are distributed, and the importance of clear instructions can help ensure your wealth is passed on as intended.

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Investment Planning

RRSP’s vs Holding Corps: A Tax Trap to Avoid

November 04, 2025

As a Canadian business owner, one of the most common questions we hear is: “Where should I be investing my money – RRSPs, TFSAs, or inside my holding company?” While RRSPs can be a useful tool, putting too much of your wealth into them may create a costly retirement tax trap.

Family Office

Planning Your Business Exit

September 30, 2025

Exiting your business is one of the most significant decisions you will ever face as an entrepreneur. Whether you’re looking to retire, pursue new opportunities, or simply step away from the day-to-day operations, it’s important to carefully evaluate your options. Each path comes with unique advantages and drawbacks, and the right choice will depend on your goals, your financial needs, and your family or employee dynamics.

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