Archive for the ‘Succession Planning’ Category

Post Mortem Pipeline Planning – Business Continuity

Tuesday, September 20th, 2016

Recently, a fellow blogger wrote about the benefit of post-mortem pipeline transactions to avoid double tax on disposition of certain assets. Briefly, a pipeline transaction is a form of transaction whereby the assets of a corporation are distributed to shareholders utilizing the high adjusted cost base resulting from the capital gains ...

A Chocolate Covered Trust Company

Monday, September 12th, 2016

Periodically I look to our neighbours to the south for examples of lessons learned. I found the following example of a Trust situation that was close to going off the rails. The Hershey Company, commonly called Hershey's is the largest chocolate manufacturer in North America. Hershey's was founded by Milton Hershey ...