Zeifmans

Estate planning isn't just about having a will; it's about protecting your family, preserving your wealth, and preparing for the future.

Catch the recording of our webinar as our team of tax, legal and insurance professionals discuss the strategies that can help individuals and business owners navigate the complexities of estate planning.

https://bit.ly/4zDdmXU

In this session, we'll cover:

-Tax implications at death
-Wills, powers of attorney and trusts
-Insurance strategies to provide liquidity
-Planning for business owners and family wealth
-Common estate planning mistakes to avoid

Webinar Estate Planning Protecting Your Legacy Through Tax, Legal Insurance Planning. Estate planning isn't just about having a will – it’s about protect...

Savour the last moments of summer before September fully settles in. The Zeifmans team wishes you a joyful Labour Day weekend filled with celebration, relaxation, and gratitude for the dedication of workers everywhere. We see you, and we thank you.

Looking for ways to enjoy the long weekend with family in the city? See what’s going on locally https://www.summerfunguide.ca/blog/labour-day-weekend-festivals-in-ontario/

Estate planning isn't just about having a will; it's about protecting your family, preserving your wealth, and preparing for the future.

Join our upcoming webinar on August 26 as our speakers discuss the strategies that can help individuals and business owners navigate the complexities of estate planning.

During this session, we'll cover:
· Tax implications at death
· Wills, powers of attorney and trusts
· Insurance strategies to provide liquidity
· Planning for business owners and family wealth
· Common estate planning mistakes to avoid

Register today and start planning with confidence. https://bit.ly/4wP96mt

Navigating taxes on an inherited property in Canada can feel overwhelming, but the right strategies can protect both value and legacy. Our blog breaks down key tools like the principal residence exemption, spousal rollovers, and cost base adjustments in clear, practical terms. Read more to learn how thoughtful planning can turn inheritance into opportunity http://bit.ly/3WacMhZ

Innovation doesn't have to happen in a laboratory to qualify for SR&ED.

Many Canadian businesses assume the Scientific Research & Experimental Development (SR&ED) program is only for technology companies. In reality, manufacturers, software developers, engineering firms, food processors and many other businesses may qualify when they solve technical challenges through experimentation.

If your team has been:

- Developing or improving products
- Creating new processes
- Building custom software
- Testing prototypes
- Solving technical problems without an obvious solution

..you may be eligible for valuable tax credits.

The challenge isn't whether you're innovative, it's knowing what activities qualify and ensuring they're properly documented.

A proactive review today could uncover opportunities to recover costs and reinvest in future growth.

Could your business be leaving money on the table?

Powering Growth for Healthcare and MedTech Startups

At Zeifmans, we partner with Healthcare and MedTech startups at every stage of their journey, from early development to scale, exit, or public markets. With deep expertise in complex regulatory, financial, and tax environments, we provide practical, forward-looking guidance that helps founders focus on innovation while we manage the financial infrastructure.

Learn more: https://bit.ly/45rzbvE

Looking for ways to reduce your tax bill while investing? Flow-through shares may be worth exploring.

This unique Canadian investment opportunity can offer significant tax deductions and credits, especially for high-income investors, while supporting Canada’s mining and resource sector. Like any investment, there are risks to consider, including capital gains and AMT implications. Read our latest blog to learn how flow-through shares work and whether they fit your tax strategy. https://bit.ly/3TQflYp
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Last week, our team enjoyed a well-deserved summer social at The Briars Resort & Spa! At Zeifmans, we believe that our greatest strength is our people! Building strong relationships, fostering a supportive culture, and creating opportunities to connect beyond the workplace are all part of what makes our team feel like family.

Moments like these reinforce the importance of investing in our people and celebrating the culture we've built together. A big thank you to everyone who helped make it such a memorable day!

As your startup gains traction, one of the biggest decisions you'll face is how to fund your next stage of growth. Whether you're hiring, expanding operations, or investing in new technology, understanding your financing options is essential.

Beyond securing funding, every financing decision has important tax and legal implications. From debt forgiveness rules and residency considerations to maximizing Canada's Lifetime Capital Gains Exemption (LCGE) for qualifying small business shares, the structure you choose today can have a lasting impact on your business.

Ready to explore the right financing solution for your startup? Contact our team at [email protected] or visit us here https://bit.ly/4f84cL4

Family businesses are built on more than revenue and growth – they’re built on trust, relationships, and legacy. Important decisions around succession, ownership transfer, governance, compensation, and long-term strategy often involve both financial and emotional considerations.

Without the right planning, business challenges can quickly become family challenges. Learn more about how our Family Business Office supports multi-generational success: https://bit.ly/4p7CcKR