An Overview of Stock Option Plans

October 9, 2014

Under a typical stock option plan, an employer provides their employee with a right to purchase a certain number of shares for a stated exercise price.  Generally, the option vests […]

Holding Shares in a Family Trust

October 1, 2014

In a previous blog post, we discussed the general concept of a family trust and indicated that one way to use a family trust is to hold shares in a Canadian-controlled […]

What is a Family Trust?

September 12, 2014

The concept of a family trust is often raised to founders of a startup as an alternative to holding their shares in their new company personally (see LW Academy tax […]

Transitioning to Canada’s New Not For Profit Corporations Act

September 2, 2014

On October 17, 2011, the Canada Not For Profit Corporations Act came into effect. Just a reminder that all organizations created under the old federal act (Part 2 of the Canada Corporations Act) need […]

The Savvy Donor: Maximizing Your Charitable Donations

July 10, 2014

When planning to make a gift to a charity in a will, people often think of making a set cash donation. If the estate includes shares of a public company, […]

A Primer on the “Secondary”

May 27, 2014

In the venture world, a secondary offering refers to the sale of outstanding (and previously issued) shares by a company’s shareholders to a group of investors. There are a couple […]

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