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Legal Forms By Country
Canada Asset Protection and Tax Planning
Protect your assets and reduce taxes with a trust, an international structure or an asset rollover under Section 85 or Section 86 of the Canada Income Tax Act.
Canada Affidavit of Residency of Vendor in Sale of Business
Selling shares or assets of a Canadian business? Provide the purchaser with this Affidavit of Residency of Vendor. The Affidavit is made under section 116 of the Income Tax Act (Canada). The Affidavit must be sworn by either the vendor (if an individual) or a corporate officer (if the shares being...Price: FREE
- Prepare an Alter Ego Trust Deed with this easy-to-use template, pursuant to the provisions of the Income Tax Act (Canada). An alter ego trust can only be set up for an individual aged 65 or older. The individual has the exclusive right to receive all income from the trust. No other person, pr...
Price: $24.99
View Preview Canada Bills of Sale for Asset Transfer into Spousal Trust
Prepare four Bills of Sale for an asset transfer into a spousal trust, for use only in Canada. This package contains bill of sale templates for the following: a transfer of assets from the spousal trust to an individual, a transfer of assets from the individual to a holding company, a transfer...Price: $24.99
View PreviewCanada Corporate Approval & Articles of Amendment re Section 86 Rollover
Reorganize your corporation's share capital, and transfer certain shares under Section 86 of the Income Tax Act (Canada) with this Corporate Approval and Articles of Amendment Forms Package for Section 86 Rollover. A rollover is one of the most common methods of achieving a tax-deferred reorganizat...Price: $14.99
View PreviewCanada Promissory Note for Asset Purchase or Rollover
Secure the balance payable to the vendor under an asset purchase or rollover agreement with this Promissory Note form for Canadian businesses. No interest will accrue on the principal balance prior to default or maturity. The full amount outstanding will become due and payable on demand if the pur...Price: $9.99
View PreviewCanada Section 85 Land Rollover Agreement
Prepare a Section 85 Rollover Agreement to transfer land from one party to another with this easy-to-use template for Canada. A rollover is one of the most common methods of achieving a tax-deferred reorganization of business or investment interests, in accordance with Section 85 of the Income Tax ...Price: $24.99
View PreviewCanada Section 85 Rollover Agreement (common to preferred shares)
Prepare a Section 85 Rollover Agreement for a transfer of shares from a shareholder to a corporation with this template for Canada, under S. 85 of the Income Tax Act. The shareholder sells common shares to the corporation in exchange for preferred shares. The parties agree to file a joint election...Price: $24.99
View PreviewCanada Section 85 Rollover of Oil and Gas Assets
Transfer oil and gas assets from an individual to a corporation with this Transfer of Assets Agreement for Canadians. The assets are being transferred as a rollover under section 85(l) of the Income Tax Act (Canada), as a tax reduction strategy. A rollover is one of the most common methods of achi...Price: $14.99
View PreviewCanada Section 86 Share Rollover Agreement
Prepare a Section 86 Asset Rollover Agreement for a rollover of shares as part of a corporate reorganization, with this easy-to-use template for Canadian corporations. This package contains the following documents: Share Exchange Agreement pursuant to Section 86 of the Income Tax Act (Canada), ...Price: $24.99
View PreviewCanada Set-Off and Cancellation Agreement
Prepare an Agreement for Set-off and Cancellation of Shares between two affiliated Canadian companies with this downloadable template. One of the companies (selling company) sells shares to the other (purchasing company), as part of a rollover transaction. The purchase price of the shares is set o...Price: $9.99
View PreviewCanada Share Exchange Agreement Under Corporate Reorganization
Prepare a Share Exchange Agreement in connection with the reorganization of a Canadian corporation with this easy template. The parties to the Share Exchange Agreement are the corporation and all of the shareholders. The share exchange is part of a plan to reorganize the corporation's share capita...Price: $9.99
View PreviewCanada Transfer of Shares for Land & Section 85 Election
Use this template to prepare a Transfer of Shares for Land & Section 85 Election under S. 85 of the Income Tax Act (Canada). The parties are both Canadian corporations. The seller (Assignor) transfers land to a buyer (Assignee), and in exchange the Assignee assumes the mortgage on the land a...Price: $14.99
View PreviewCreating an Estate Plan for Canadians with an International Trust
Create the ultimate estate plan with this downloadable guide for Canadians. This article outlines how to use the benefits of an international foundation, universal life insurance and an international trust to create the ultimate estate plan. The estate planning information presented in this arti...Price: $4.99
View PreviewEstablishing an Offshore Structure for Canadians
This in-depth article describes a variety of offshore structures available to residents of Canada, for the purpose of asset protection. In particular, opportunities in the Bahamas are discussed. The article provides a variety of information, including: a summary of how each structure is establish...Price: $24.99
View PreviewInternational Immigration Trusts for Canadians
Learn the advantages of international immigration trusts for Canadians in this in-depth article. the characteristics of international immigration trusts, their benefits to residents of Canada, how to establish a successful international immigration trust, setting up an offshore corporation, and...Price: $14.99
View PreviewInternational Structures and the Foreign Property Reporting Rules for Canadians
This insightful article discusses the foreign property reporting rules in the following contexts: how they apply to international offshore structures, how the foreign property reporting requirements under Canada's tax laws impact on the usefulness of such structures, how to properly establish an...Price: $9.99
View PreviewMinimizing Tax Costs for Canadians
Learn about various strategies Canadian businesses can utilize to reduce the amount of tax payable by the principals of the business, such as: hiring family members, income splitting, trust structures, using holding companies to hold the shares, retirement compensation arrangements. Minimizing...Price: FREE
Nova Scotia Companies Act Agreement re S. 85 Asset Rollover
Prepare a Companies Act Agreement for a Section 85 asset roll-over with this ready-made template, pursuant to Section 109(2) of the Nova Scotia Companies Act. A rollover is one of the most common methods of achieving a tax-deferred reorganization of business or investment interests. The vendor re...Price: $9.99
View PreviewOntario Purchase Agreement for Assets of Operating Company
Purchase the assets of an Ontario corporation with this Purchase Agreement for Assets of Operating Company. The seller (vendor) sells the assets of a company to the purchaser and the purchaser assumes the company's liabilities as part of the purchase price. The balance of the purchase price will ...Price: $24.99
View PreviewOntario Section 85 Asset Rollover of Investments
Roll over certain investments under Section 85 of the Income Tax Act (Canada) with this Ontario Section 85 Asset Rollover of Investments template. The vendor sells the investment assets to the purchaser, with part of the purchase price to be paid by way of preference shares in the capital of the p...Price: $24.99
View PreviewOntario Section 85 Asset Rollover of Land for Preferred Shares
Prepare a Section 85 Asset Rollover Agreement of Land for Preferred Shares with this easy-to-use template for Ontario, under Subsection 85(1) of the Income Tax Act (Canada). The vendor sells a parcel of land for fair market value to a holding company in exchange for preferred shares in the holding...Price: $24.99
View PreviewOntario Section 85 Rollover Agreement (Assets for Preferred Shares)
Exchange (roll over) certain assets for preferred shares in an Ontario company with this Ontario Section 85 Rollover Agreement (Assets for Preferred Shares). The rollover is pursuant to Subsection 85(1) of the Income Tax Act (Canada). The vendor shareholder sells the subject shares to a holding c...Price: $24.99
View PreviewOntario Section 85 Rollover Corporate Approval & Implementation Package
Transfer shares under subsection 85(1) of the Income Tax Act (Canada) with this Ontario Section 85 Rollover Corporate Approval & Implementation Forms Package. The package of forms contains: Bill of Sale and Indemnity, including the vendor's indemnity of the purchaser, and representations and ...Price: $14.99
View PreviewOntario Section 85 Share Rollover Agreement for Common Shares
Exchange shares for shares with this Ontario Section 85 Share Rollover Agreement for Common Shares. The vendor shareholder sells the subject shares to a holding company in exchange for common shares in the capital stock of the holding company, pursuant to Section 85 of the Income Tax Act (Canada)....Price: $24.99
View PreviewOntario Section 86 Rollover Agreement
Prepare a Section 86 Share Purchase (Rollover) Agreement with this easy-to-use template for Ontario companies, pursuant to Section 86 of the Income Tax Act (Canada). The vendor shareholder sells the subject shares to a holding company in exchange for preference shares in the capital of the holding...Price: $24.99
View PreviewOntario Section 86 Rollover Resolutions (Fixed Redemption Amount)
Prepare the required corporate resolutions to reorganize an Ontario corporation's share capital with this Section 86 Rollover Resolutions Package for a rollover with a fixed redemption amount, under s. 86 of the Income Tax Act (Canada). The package contains: Special Resolution with instructions ...Price: $14.99
View PreviewOntario Section 86 Rollover Resolutions (No Fixed Redemption Price)
Prepare the required corporate resolutions to reorganize an Ontario corporation's share capital with this Section 86 Rollover Resolutions Package for a rollover with no fixed redemption amount, under s. 86 of the Income Tax Act (Canada). The package contains: Special Resolution with instructions...Price: $14.99
View PreviewSimilarities and Differences Between a Trust and a Private Corporate Foundation in Canada
Download this free comparison of trusts and private corporation foundations in Canada. This guide outlines the similarities and differences between the two structures under Canadian law, in particular Canadian tax law. This file is provided in PDF format....Price: FREE
The Not So New Foreign Reporting Requirements for Canadians
Download this free and informative overview of changes to the foreign property reporting requirements. The Not So New Foreign Reporting Requirements for Canadians discusses changes to these requirements under the Canada Income Tax Act and how they impact on traditional offshore structures. Thi...Price: FREE
- Learn about the trust structure in Canada in this free expert guide. The guide provides an overview of the structure of a trust, the advantages of a tax structure as a vehicle for income splitting and tax planning for residents of Canada, and the characteristics of specific types of discretionary t...
Price: FREE
The Ultimate Canadian Tax Shelter: How to Buy Term, Invest & Avoid Taxes
Learn how to turn your life insurance premiums into an investment windfall. This 60-page e-book is full of valuable information for smart Canadian investors of all ages. The concepts presented in this book beat most other strategies for avoiding taxes on your investment income, rather than tax def...Price: $14.99
View PreviewTrusts and Tax Planning in Canada
Learn about the various trust structures available to Canadians, and their tax benefits to the individual or business. This guide contains information on: family trusts (bearer, inter vivo or "living" trusts and testamentary), real estate investment trusts (REITs), royalty trusts, income...Price: $14.99
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