Personal Tax Planning: Donation of Private Company Shares | Zendy

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Personal Tax Planning: Donation of Private Company Shares

Author(s) -

Brian Janzen

Publication year - 2019

Publication title -

canadian tax journal/revue fiscale canadienne

Language(s) - English

Resource type - Journals

ISSN - 0008-5111

DOI - 10.32721/ctj.2019.67.3.ptp

Subject(s) - donation , corporation , estate planning , business , estate , gift tax , finance , tax planning , plan (archaeology) , accounting , management , tax avoidance , economics , economic growth , double taxation , archaeology , history

This article explores planning opportunities related to charitable giving for individuals who hold shares in a family-owned private corporation. Specifically, the authors discuss ways of achieving philanthropic goals, as part of a tax-efficient estate plan, through an inter vivos donation of preferred shares that have been issued by a private corporation in connection with an estate freeze.

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