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    Ontario Section 85 Asset Rollover (Investments)

    $29.99

    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 purchaser, and the balance secured by a promissory note (included).
    • The parties agree to file joint elections under Section 85(1) of the ITA and as required under the Ontario Corporations Tax Act.
    • The file includes a Section 116 Affidavit of Residency to be sworn by a corporate officer of the vendor (if applicable).
    This Ontario Section 85 Asset Rollover of Investments is provided in MS Word format, and is fully editable to fit your specific circumstances.
    Download Type: Microsoft Word
    SKU: 4917
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    Ontario Section 85 Rollover Agreement (Assets for Preferred Shares)

    $17.99

    Exchange (roll over) certain assets for preferred shares in an Ontario company with this 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 company in exchange for preferred shares in the capital stock of the holding company with a redemption amount equal to the purchase price.
    • The parties agree to file joint elections under Section 85(1) under the ITA and as required under the Ontario Corporations Tax Act.
    • The file includes a Section 116 Affidavit to be sworn by a corporate officer of the vendor, if applicable.
    The Ontario Section 85 Rollover Agreement (Assets for Preferred Shares) is available in MS Word format, and is fully editable to fit your specific circumstances.

    Ontario Section 85 Share Rollover Agreement (Common Shares)

    $17.99

    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).
    • The parties agree to file joint elections under Section 85(1) under the ITA and as required under the Ontario Corporations Tax Act.
    • The file includes a Section 116 Affidavit to be sworn by a corporate officer of the vendor, if applicable.
    This Ontario Section 85 Share Rollover Agreement for Common Shares is available in MS Word format, and is fully editable to fit your specific circumstances.