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Practical notes on tax organization, corporate matters, estate administration, and long-term planning.
Buffa v. Giacomelli, 2026 ONCA 566 is a reminder that adding an adult child to an account or transferring funds does not prove a gift by form alone. Intention, delivery, control, and the records created at the time must fit together.
Read articlePacific Link has been listed as a Canadian project of national interest, but that does not mean construction has started or contracts are open. Prospective suppliers should first model cash flow, GST/HST, payroll, equipment investment, and contract risk.
Read articleGerald Kowarsky Trust v. The King, 2026 TCC 174 is a reminder that distributing assets, closing accounts, or winding up a trust during the year does not necessarily end its taxation year. The final T3, Schedule 15, and related filings still require a separate review.
Read articleAgostino v. Agostino, 2025 ONSC 6009 shows that when co-executors cannot share information, make joint decisions, or protect estate assets, an intended safeguard can turn into paralysis, litigation, and added professional-administration costs.
Read articleDzenekoj v. Mancini et al., 2026 ONSC 5307 shows that who paid matters—but the parent's intention when creating the joint tenancy, and the evidence recorded at that time, may matter even more.
Read articleCRA now delivers most business correspondence online by default. The real risk is that a letter has arrived, but no one sees or acts on it.
Read articleA 2026 Ontario Superior Court decision is a reminder that the will matters, but statutory support obligations to dependants cannot be ignored.
Read articleEven when beneficiaries want an early distribution, the executor must address filings, tax, and the CRA clearance certificate—or risk personal liability.
Read articleThe first priority after arriving is more than preparing a tax return: map tax residency, worldwide assets, companies, and family arrangements together.
Read articleAutomated tools can scan transactions, flag anomalies, and identify relationships—but reliable data, professional judgment, and explainable action remain essential.
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