Death & Taxes Part 1 - Interview with the Tax Lawyer
Death and taxes: two certainties—only one comes with a legal strategy.
In Part 1 of this two-part series, Mehul Gandhi sits down with Jonathan Wright, corporate and tax lawyer at Ritchie, Kwo, & Wright LLP to unpack the complexities of dying with private company shares in Canada.
From triple taxation nightmares to the strategic use of estate freezes, pipelines, and loss carrybacks, this episode lays the groundwork for business owners (and their advisors) to understand what really happens when you die holding a corporation.
If you're a business owner, incorporated professional, or estate planner, this conversation is packed with the proactive moves—and costly pitfalls—you can’t afford to ignore.
This podcast episode has been prepared by Mehul Gandhi, CFP®️, CLU®️, TEP an Estate Planning Specialist and Senior Insurance Advisor for Westmount Wealth Planning Inc. Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc. Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario.
This episode contains the current opinions of the host and guests, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide personalized legal, accounting, tax, or specific investment advice. Please speak to a Westmount Wealth Advisor regarding your unique situation.