T3 Exemptions for Bare Trusts 2024
Discover the 2024 T3 exemptions for bare trusts, CRA reporting updates, and proposed amendments. Contact Levy Salis LLP for expert tax advice.
19
11, 2024
31
10, 2024
Reporting Beneficial owners for US companies
New U.S. regulations now require many companies to disclose their beneficial owners to FinCen, increasing transparency to help combat financial crimes. Understand the requirements and deadlines to stay compliant.
4
09, 2024
Buying US Real Estate – The US Estate Tax Threshold is about to drop – Are you ready?
Buying US real estate? With the US Estate Tax Threshold dropping, let Kevyn Nightingale & Shlomi Levy of Levy Salis, LLP guide you through your options.
5
06, 2024
Welcome Kevyn Nightingale
Welcome Kevyn Nightingale to Levy Salis LLP as the Leader of Cross-border Tax Planning, bringing 35+ years of international tax expertise.
8
02, 2024
Happy Lunar New Year 2024! Year of the DRAGON!
Happy Lunar New Year from the Levy Salis team! Wishing everyone celebrating a prosperous Year of the Dragon, filled with courage, strength, and success. May this new lunar cycle bring you and your loved ones endless opportunities for growth and happiness. Gong Xi Fa Cai! 🎉🏮
20
12, 2023
Happy Holidays and a brilliant New Year
Warm holiday wishes from Levy Salis LLP! Joy, laughter, and success in the New Year. Thank you for being part of our journey. Happy Holidays!
20
12, 2023
2023 – Annual Giving
In 2023, Levy Salis LLP was a proud sponsor of the 2023 Donald Berman Maimonides RBC Wealth Management’s Golf Tournament, the 9th edition Urban BBQ – Presented by RBC and to benefit the Cancer Research Society, Centraide of Greater Montreal, Agence Ometz, Alzheimer Society and the fourth edition of the Invitation Serge Savard golf tournament.
18
12, 2023
Facing the fiscal death (21 years) of your trust
Examination of tax consequences triggered upon the expiry of the 21-year period of the existence of a personal trust and overview of legal and tax tools to prevent or minimize the tax burden. Check list of tax and legals issues to be addressed during the elaboration of the tax planning. Discussion on tax risks and potential application of the new disclosure rules to 21 years planning transactions.
6
12, 2023
Bare Trusts and Cross-Border Trusts: New Reporting Requirements Coming into Effect in 2023
Navigate 2023 reporting changes for Bare Trusts and Cross-Border Trusts with Levy Salis LLP. Ensure T3 compliance and personalized advice.
6
11, 2023
Cross-Border Inheritance: Navigating Tax and Legal Implications for American Beneficiaries of Canadian Estates
Sophie Lalonde, Founder at 3D Financial, and Shlomi Steve Levy, partner at Levy Salis LLP, bring you a special collaborative article. In this article, they delve into the intricate world of cross-border inheritance, focusing on Canadians with U.S. beneficiaries. Explore the nuanced tax, legal, and financial challenges in this informative piece.
