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
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.
6
10, 2023
SHEMINI ATZERET & SIMCHAT TORAH – 2023
The team of Levy Salis wishes you and your family a joyous Shemini Atzeret and Simchat Torah! Let us have the best of the celebrations to create the most beautiful memories.
29
09, 2023
SUKKOT – 2023
From the team of Levy Salis, wishing you a Sukkot filled with joy, togetherness, and blessings shared under the sukkah! 🌟🌾
15
09, 2023
ROSH HASHANAH – 2023
🍏🍯 Shana Tova from the Levy Salis Team! 🍯🍏
29
06, 2023
US Citizens Living In Canada: Beware Of The US Taxation Upon The Sale Of A Principal Residence
Tax implications for American citizens selling homes in Canada can be burdensome. While Canadians enjoy tax-free gains with the principal residence exemption, Americans face hefty US Taxes. Learn about strategies to minimize the tax burden.
31
05, 2023
Being well prepared for the transfer of your business
Tax planning for entrepreneurs retiring/selling biz: tax savings optimizing & trust structures. Learn more about prepping for this important milestone.
