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Budget measures force donors to revisit estate plans

Budget measures force donors to revisit estate plans
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Adam aptowitzerAbby kassarHenry korenblumOberon capital corpEcological gifts programAir milesOberon capitalClimate change canadaCanadian cultural property export review

Proposed AMT could discourage large philanthropic gifts

Only half of the donation tax credit can be applied against the AMT, down from 100%

Debbie pearl weinbergJamie golombekKate lazierJay goodisKim moodyHenry korenblumRudy mezzettaMalcolm burrowsCanadian association of gift plannersTax templates incOberon capital corpAqueduct foundationScotia wealth managementAll aboutIncome tax actToronto based oberon capital corp

Proposed AMT could discourage large philanthropic gifts

Only half of the donation tax credit can be applied against the AMT, down from 100%

Henry korenblumDebbie pearl weinbergKate lazierJay goodisKim moodyJamie golombekCanadian association of gift plannersOberon capital corpTax templates incAqueduct foundationWhile ottawaIncome tax actToronto based oberon capital corpMoodys private clientTax templatesOberon capital

Tougher minimum tax regime poses planning challenge

Wealthy clients who earn capital gains and make large donations will be hit

British columbiaYogesh bhatellaCarol bezaireHenry korenblumKenneth keungEvan crockerKim dreverNorman brownsteinMoodys private client lawOberon capital corpOberon capitalIncome tax act

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