Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
How Will a Higher Capital Gains Inclusion Rate Impact Canadian Professionals? with Ali Spinner, FCA, FCPA, TEP
Manage episode 413545331 series 2786045
I'm thrilled to host Ali Spinner, one of Canada's most trusted voices in tax, on the implications of the proposed hike in the capital gains inclusion rate.
Discussion Points:
- Tax 101 & What happened to the capital gains inclusion rate (0:55)
- Numerical example with 100K capital gains (5:51)
- Has tax integration been violated? Where should we hold certain assets like rental properties? (6:25)
- Is it still worthwhile incorporating? (13:30)
- A brief history of the capital gains inclusion rate (16:48)
- What can investors do?:
a) absolutely nothing (19:05)
b) selling assets and impact of Alternative Minimum Tax/AMT & GAAR/General anti-avoidance rules (21:07)
c) tax planning through insurance and pension plans (29:10)
d) departure tax for those considering leaving Canada (32:05)
- Change in Lifetime capital gains exemption/ LCGE, capital gains exemption for entrepreneurs (34:10)
Yatin's Links:
- Email: beyondmdpodcast@gmail.com
- LinkedIn: Yatin Chadha
Ali Spinner:
Alexandra.spinner@crowesoberman.com
85 tập
Manage episode 413545331 series 2786045
I'm thrilled to host Ali Spinner, one of Canada's most trusted voices in tax, on the implications of the proposed hike in the capital gains inclusion rate.
Discussion Points:
- Tax 101 & What happened to the capital gains inclusion rate (0:55)
- Numerical example with 100K capital gains (5:51)
- Has tax integration been violated? Where should we hold certain assets like rental properties? (6:25)
- Is it still worthwhile incorporating? (13:30)
- A brief history of the capital gains inclusion rate (16:48)
- What can investors do?:
a) absolutely nothing (19:05)
b) selling assets and impact of Alternative Minimum Tax/AMT & GAAR/General anti-avoidance rules (21:07)
c) tax planning through insurance and pension plans (29:10)
d) departure tax for those considering leaving Canada (32:05)
- Change in Lifetime capital gains exemption/ LCGE, capital gains exemption for entrepreneurs (34:10)
Yatin's Links:
- Email: beyondmdpodcast@gmail.com
- LinkedIn: Yatin Chadha
Ali Spinner:
Alexandra.spinner@crowesoberman.com
85 tập
Tất cả các tập
×Chào mừng bạn đến với Player FM!
Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.