Overview of the Intergenerational Business Transfers Rules
Effective succession planning ensures a smooth transition of leadership and wealth while minimizing tax burdens to protect family wealth and ownership on the transfer of the business to the next generation. This presentation will cover income tax planning strategies including Intergenerational Business Transfers (from Bill C-208 to the current relief in section 84.1) through case studies to highlight strategies and potential issues or challenges seen in our practice.