Flow-through share (FTS) planning is an important, yet often overlooked, tax planning tool in Canada. Join us for a clear and practical foundation into how FTS structures work, why they matter, and when they can create meaningful opportunities for clients. We’ll unpack planning opportunities and implementation essentials, including:
- Current trends and commonly used structures for corporate and/or not-for-profit clients
- How FTS transactions can be incorporated into broader corporate planning frameworks
- Identifying suitable situations
- Key legal considerations and documentation requirements
- What you need to know about CRA compliance
- Best practices for collaborating with tax and financial advisors
Become better equipped to recognize when flow-through share planning is appropriate, support proper execution and advise on this increasingly relevant planning tool.