Tracey Bastedo

Executor Responsibilities in Canadian Estate Management0

Posted On April 11, 2024, by Tracey-bastedo

Introduction What are the responsibilities of an Executor of a will in Canada? Executors play a pivotal role in ensuring the fulfillment of the deceased’s wishes and the proper distribution of assets. In this article, we will delve into the various responsibilities of an executor, outlining key tasks and considerations. Understanding the Role of an […]

Understanding Trust Reporting Rules in Canada: What You Need to Know This Tax Season0

Posted On February 8, 2024, by Tracey-bastedo

New for the 2023 tax year, the Canada Revenue Agency (CRA) has introduced significant changes to trust reporting rules. These changes have expanded the scope of required reporting, including a notable inclusion of bare trusts that did not have to file in the past. There are many common situations that may constitute reportable bare trusts, in […]

Alternative Minimum Tax (AMT) Changes in Canada: What You Need to Know0

Posted On September 28, 2023, by Tracey-bastedo

Canada’s financial landscape is constantly evolving, and as tax professionals, it’s our duty to stay ahead of these changes to provide the best advice to our clients. One of the most significant changes to surface recently pertains to the Alternative Minimum Tax (AMT). With the 2023 budget proposing substantial adjustments to the AMT regime, it’s […]

The Role of Executor for Canadian Estates: What We Know and What We Don’t0

Posted On August 31, 2023, by Tracey-bastedo

Introduction: Welcome to another edition of the Education Series for Special Tax Topics. In today’s article, we delve into the important role of an executor in Canadian estates. Executors play a crucial role in managing and distributing assets after someone passes away. While there is much we know about this responsibility, there are also […]

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