Philanthropic individuals that own their wealth in a private company may want to set-up a charitable legacy by donating some of their shares or debt to a private foundation. Although this sounds like a great idea, caution needs to be exercised. Donations of private company shares or debt to a…
Private foundations & private company shares
By John Oakey
closeAuthor: John Oakey
Name: John Oakey
Email: jfoakey@bakertilly.ca
Site: https://www.bakertilly.ca/en/btc/professionals/national-halifax/john-oakey
About: National Tax Director for Baker Tilly Canada. John has extensive experience with Canadian corporate and personal income taxes with specialization in the areas of corporate reorganizations, estate planning, succession planning and tax compliance. He also has significant experience dealing with GST/HST issues and U.S. citizen cross-border tax reporting issues.See Authors Posts (31) • March 21, 2023 • 1 Comment
Email: jfoakey@bakertilly.ca
Site: https://www.bakertilly.ca/en/btc/professionals/national-halifax/john-oakey
About: National Tax Director for Baker Tilly Canada. John has extensive experience with Canadian corporate and personal income taxes with specialization in the areas of corporate reorganizations, estate planning, succession planning and tax compliance. He also has significant experience dealing with GST/HST issues and U.S. citizen cross-border tax reporting issues.See Authors Posts (31) • March 21, 2023 • 1 Comment