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Trusts: Part III – Beneficiaries
As discussed in our previous blogs, Trusts: Part I, and Part 2, trusts are a common estate and tax planning tool, and are often used ...
Introduction to Rules of Thumb in Valuations
(Originally Posted October 8, 2019) In limited circumstances, the rule of thumb technique can be effective – it enables stakeholders to quickly and cost-efficiently calculate ...
The Building Blocks of Value: Redundant Assets
(Originally Posted June 9, 2020) In a previous Davis Martindale blog (Valuation Components – Introduction to the Building Blocks of Value), we introduced the three ...
Trusts: Part II – Determining Control
As discussed in our previous blog, Trusts: Part I, control of the trust is key in determining the impact for family law matters. In this ...
The Building Blocks of Value: Net Tangible Assets
(Originally Posted September 10, 2019) Read Part 1 in our Building Blocks of Value Series – Introduction Read Part 2 in our Building Blocks of ...
Trusts: Part I – Introduction
Trusts and trust funds may sound like a complex financial arrangement reserved for the wealthy; however, trusts are a common estate and tax planning tool ...
The Building Blocks of Value: Goodwill and Intangible Assets
(Originally Posted July 16, 2019) Read Part 1 in our Building Blocks of Value Series In a previous Davis Martindale blog (Valuation Components: Introduction to ...
Understanding the Principal Residence Exemption and its Benefits
As housing prices continued to rise throughout the pandemic, many people may have taken advantage and sold their home, condominium, or cottage to earn a ...
Valuation Components: Introduction to the Building Blocks of Value
(Originally Posted May 14, 2019) You have decided to engage a Chartered Business Valuator (“CBV”) to value your business. After signing the engagement letter, paying ...
Understanding the Lifetime Capital Gains Exemption and its Benefits
You have spent the last 20 years building a successful business and may be ready to sell and retire, but what are the tax implications ...
Why Do I Need a Valuation?
Business valuation professional services have gone through a tremendous evolution over the past 40 years. This has been largely driven by legislative changes. To name ...
Valuing Dental Practices
(Originally Posted August 13, 2018) You’ve worked hard and you should be proud of yourself – you’ve graduated from your College of Dentistry and are ...
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