Resources
NVS worksheets for self-employed individuals and small businesses
Digital Downloads
Making Your Business Stronger
We are committed to strengthening your business financially and providing you with the resources you need to overcome common business challenges.
TAX DOCUMENTS
Personal Income Tax Intake Form
Employee & Commission Expense Statement
Rental Property Worksheet
Self Employment Income Statement
VIDEOS
Client Journey in CaseWare PBC Requests
U.S. Estate Tax Planning for Canadians
While Canada doesn’t have a dedicated estate tax, Canadians with U.S. assets still face exposure to U.S. estate tax. Understanding what constitutes a U.S. situs asset and how tax treaties and credits apply is crucial for protecting generational wealth. Read our comprehensive guide to learn actionable cross-border estate planning strategies to minimize your overall tax liability.
5 Tax-Efficient Ways to Withdraw Money From Your Corporation
What is the most tax-efficient way to withdraw money from a corporation? It’s a straightforward question with a not-so-simple answer. From salary vs dividends to shareholder loans and capital dividend accounts, there are many ways to structure your withdrawals. Our latest article takes a look at some of the most commonly used methods and discusses the tax implications of each.