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Category: Tax Planning

Private Corporations Dodge a Bullet with the 2018 Federal Budget

March 6, 2018Corporate Insurance, Tax Planning, Wealth Accumulationimport

The Liberal Government’s Federal Budget was delivered by Finance Minister, Bill Morneau, on February 27, 2018.  There had been much concern and speculation about the direction the budget would take with respect to the taxation of private corporations.  This was…

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Update on Taxation Changes Affecting Private Corporations

February 18, 2018Tax Planningimport

Owners of private corporations should be concerned about proposed tax changes being explored by the Department of Finance.  In the Federal Budget of March 2017, Finance expressed their concern that private corporations were being used by high income Canadians to…

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Private Corporations in the Cross Hairs

September 16, 2017Corporate Insurance, Tax Planningimport

If you are the owner of a private corporation you should be concerned about the commentary that is coming from the Department of Finance.  In the Federal Budget of March 2017, Finance expressed their concern that private corporations were being…

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Does your Business Qualify for the Small Business Gains Exemption?

December 12, 2016Corporate Insurance, Tax Planningimport

As a business owner, you may be aware that when you dispose of shares in your business you could receive an exemption on all or a portion of the capital gains that ordinarily would be taxable. This is due to…

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The Single Premium Insured Annuity

August 22, 2016Estate Planning, Investing, Life Insurance, Retirement Planning, Tax Planningimport

Available until January 1, 2017 A New Approach  A new method of structuring an insured annuity has restored its favourable results.  The new approach involves combining the prescribed annuity with a Universal Life policy. The UL policy is funded with…

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The Clock is Ticking!

June 21, 2016Corporate Insurance, Estate Planning, Life Insurance, Tax PlanningNo commentsimport

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance.  New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…

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9 Ways the 2016 Federal Budget Could Affect Your Business

April 11, 2016Featured Articles, Tax Planningimport

The Trudeau government’s first budget contained a shock on the small business tax rate, and some smaller let-offs by Murad Hemmadi for ProfitGuide When Bill Morneau rose to deliver his first budget speech as Finance Minister in Justin Trudeau’s new…

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Taxation of Life Insurance – New Rules Offer a Window of Opportunity

March 21, 2016Estate Planning, Life Insurance, Tax Planningimport

Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs.  Soon the amount of funds that can be tax sheltered within a life insurance policy…

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Changes to the Taxation of Estates

November 16, 2015Estate Planning, Tax Planningimport

Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs.   A testamentary trust is generally a trust or estate that is created the day a person dies.  Commonly, these trusts…

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Budget 2015 Highlights

May 18, 2015Retirement Planning, Tax Planning, TFSANo commentsimport

On April 21, 2015, Finance Minister Joe Oliver tabled his first federal budget.  The provisions of the budget will be of particular interest to owners of small and medium sized businesses, seniors and families with children.  As well, those looking…

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Contact Us

Eric Lidemark CLU, CFP, CHS
Lidemark Financial Group Inc.
eric@lidemark.ca
(604) 538-6565
3305 – 155B Street
Surrey, BC
V3Z 0K5

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