Stuart Bollefer is a Toronto, CA-based professional who provides tax planning solutions as a senior partner at Aird & Berlis LLP. Among Stuart Bollefer’s areas of extensive knowledge is tax-advantaged pathways designed to ensure that one’s retirement is comfortably funded.
One common question among Canadians who have resided and worked in the United States centers on whether they can transfer retirement savings accumulated through 401(k) or IRA plans into a Canadian Registered Retirement Savings Plan (RRSP).
The basic answer is that, so long as certain conditions are met, foreign pension plans can be transferred to RRSP on a tax-deferred basis. Among…
In July 2017 the Liberal Government Finance Minister announced a series of very significant changes affecting the taxation of private corporations. One of these was the tax on split income or TOSI rules which generally were intended to stop income splitting using private corporations. The rules have been subject to a number of revisions, are very complicated and are still subject a number of questions.
Stuart Bollefer is admitted to the Bar in the Province of Ontario and is an experienced tax lawyer practicing in Toronto, Ontario, with the law firm Aird & Berlis LLP. …
In July 2017 the Liberal Government Finance Minister announced a series of very significant changes affecting the taxation of private corporations. One of these was the tax on split income or TOSI rules which generally were intended to stop income splitting using private corporations. The rules have been subject to a number of revisions, are very complicated and are still subject a number of questions.
Stuart Bollefer is admitted to the Bar in the Province of Ontario and is an experienced tax lawyer practicing in Toronto, Ontario, with the law firm Aird & Berlis LLP. …
In July 2017 the Liberal Government Finance Minister announced a series of very significant changes affecting the taxation of private corporations. One of these was the tax on split income or TOSI rules which generally were intended to stop income splitting using private corporations. The rules have been subject to a number of revisions, are very complicated and are still subject a number of questions.
Stuart Bollefer is admitted to the Bar in the Province of Ontario and is an experienced tax lawyer practicing in Toronto, Ontario, with the law firm Aird & Berlis LLP. …
In July 2017 the Liberal Government Finance Minister announced a series of very significant changes affecting the taxation of private corporations. One of these was the tax on split income or TOSI rules which generally were intended to stop income splitting using private corporations. The rules have been subject to a number of revisions, are very complicated and are still subject a number of questions.
Stuart Bollefer is admitted to the Bar in the Province of Ontario and is an experienced tax lawyer practicing in Toronto, Ontario, with the law firm Aird & Berlis LLP. …
In July 2017 the Liberal Government Finance Minister announced a series of very significant changes affecting the taxation of private corporations. One of these was the tax on split income or TOSI rules which generally were intended to stop income splitting using private corporations. The rules have been subject to a number of revisions, are very complicated and are still subject a number of questions.
Stuart Bollefer is admitted to the Bar in the Province of Ontario and is an experienced tax lawyer practicing in Toronto, Ontario, with the law firm Aird & Berlis LLP. …
In July 2017 the Liberal Government Finance Minister announced a series of very significant changes affecting the taxation of private corporations. One of these was the tax on split income or TOSI rules which generally were intended to stop income splitting using private corporations. The rules have been subject to a number of revisions, are very complicated and are still subject a number of questions.
Stuart Bollefer is admitted to the Bar in the Province of Ontario and is an experienced tax lawyer practicing in Toronto, Ontario, with the law firm Aird & Berlis LLP. …
A Toronto, CA-based tax attorney and partner at Aird & Berlis, LLP, Stuart Bollefer chairs the Wealth Management and Succession Planning Group, where he focuses exclusively on high net worth clients of the firm. Stuart Bollefer is a member of the Ontario bar and has been practicing law in the province for almost 40 years.
In light of the recent health crisis, Ontario released economic and fiscal updates in March meant to help businesses and individuals overcome the ensuing economic downturn. Among the measures was the doubling of the Employer Health Tax exemption. …
Stuart Bollefer has been a member of the Ontario bar for over three decades and has significant experience in tax law and estate planning. A partner at Aird & Berlis LLP in Toronto, CA, Stuart Bollefer has authored several books and is a member of the firm’s tax group and tax and succession planning group.
In Canada, there are three broad types of criminal offenses under the Income Tax Act. These include tax evasion, evasion offenses related to tax refunds or tax credits, and failing to file taxes or comply with specific provisions of the Income Tax Act. …
Upcoming STEP Sessions for Annual Conference
The Society of Trust and Estate Practitioners is a worldwide organization dedicated to furthering the knowledge of wills, trust and planning for individuals. STEP operates in many countries including Canada. One of the chapters is located in Toronto, Ontario.
This year, Stuart Bollefer, a senior tax partner with Aird & Berlis LLP, along with many other notable practitioners in the area will be speaking at the annual STEP conference. …
Stuart Bollefer
Stuart Bollefer has been practicing law for more than 30 years and specializes in tax-related issues as a partner with Aird & Berlis LLP in Toronto, Ontario.
