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Post Mortem Planning
Post mortem planning in brief
Post mortem planning is completed to avoid double taxation on death where the deceased has private corporation shares. Life insurance is...

PPI
Apr 172 min read
Capital Dividend Stop Loss Rules
Prior to April 27, 1995, it was possible to use a life insured corporate redemption strategy to completely eliminate the tax arising on...

PPI
Apr 162 min read
Grandfathering alternatives
100% Solution – the full CDA is paid to the estate and the stop loss rules apply. This generally results in no tax to the estate...

PPI
Apr 151 min read
Refundable Dividend Tax on Hand (RDTOH)
RDTOH is a tax attribute that must be considered when evaluating post-mortem planning alternatives. There are two separate refundable ...

PPI
Apr 141 min read
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