Skip to main content
About us
About us
Leadership
Our people
Contact us
News
Baker Tilly International
Services
Services
Advisory
Advisory
Business advisory services
Corporate finance
Dispute, mediation and conflict resolution
People & Culture Consulting
Efficiency and process improvement
Restructuring and recovery services
Transaction services
Valuations
Wealth
Audit and assurance
Audit and assurance
Audit and accounting
Private enterprise
Public markets
Digital services
Digital services
Cybersecurity solutions
Data solution services
Digital technology and risk
Tax
Tax
International
Cross-border personal
Grants and incentives
Indirect tax
Tax advisory
Scientific research and experimental development
Succession and estate planning
Transfer pricing
U.S. corporate tax
Baker Tilly Advantage
Industries
Industries
Consumer
Consumer
Automotive
Hospitality and tourism
Energy, resources and industrials
Energy, resources and industrials
Construction
Agribusiness
Manufacturing
Mining
Oil and gas
Financial services
Financial services
Credit unions
Insurance
Investment funds
Real estate
Government and public services
Government and public services
Indigenous communities
Not-for-profit
Private sector consulting
Public sector consulting
Professional services
Professional services
Dentistry
Medical professionals
Technology, media and telecoms
Insights
Insights
Case studies
Events
Careers
Careers
Life at Baker Tilly
Students and graduates
Opportunities
Locations
en
en (active)
fr
Close
Loading...
Close
About us
About us
Leadership
Our people
Contact us
News
Baker Tilly International
Services
Services
Advisory
Advisory
Business advisory services
Corporate finance
Dispute, mediation and conflict resolution
People & Culture Consulting
Efficiency and process improvement
Restructuring and recovery services
Transaction services
Valuations
Wealth
Audit and assurance
Audit and assurance
Audit and accounting
Private enterprise
Public markets
Digital services
Digital services
Cybersecurity solutions
Data solution services
Digital technology and risk
Tax
Tax
International
Cross-border personal
Grants and incentives
Indirect tax
Tax advisory
Scientific research and experimental development
Succession and estate planning
Transfer pricing
U.S. corporate tax
Baker Tilly Advantage
Industries
Industries
Consumer
Consumer
Automotive
Hospitality and tourism
Energy, resources and industrials
Energy, resources and industrials
Construction
Agribusiness
Manufacturing
Mining
Oil and gas
Financial services
Financial services
Credit unions
Insurance
Investment funds
Real estate
Government and public services
Government and public services
Indigenous communities
Not-for-profit
Private sector consulting
Public sector consulting
Professional services
Professional services
Dentistry
Medical professionals
Technology, media and telecoms
Insights
Insights
Case studies
Events
Careers
Careers
Life at Baker Tilly
Students and graduates
Opportunities
Locations
Insights
Service
: Succession and estate planning
Service
Choosing an option updates the results.
Advisory
Audit and accounting
Audit and assurance
Business advisory services
Corporate finance
Cross-border personal
Cybersecurity solutions
Data solution services
Digital services
Digital technology and risk
Dispute, mediation and conflict resolution
Grants and incentives
Indirect tax
International
People & Culture Consulting
Private enterprise
Public markets
Restructuring and recovery services
Scientific research and experimental development
Succession and estate planning
Tax
Tax advisory
Transaction services
Transfer pricing
U.S. corporate tax
Valuations
Wealth
Industry
Industry
Choosing an option updates the results.
Agribusiness
Automotive
Construction
Energy, resources and industrials
Government and public services
Insurance
Manufacturing
Medical professionals
Private sector consulting
Professional services
Real estate
City
City
Choosing an option updates the results.
Baker Tilly Canada Capital Corporation
Banff
Calgary
Canmore
Chatham-Kent
Cobourg
Courtice
Dartmouth
Elora
Emerald Park
Greater Moncton
Guelph
Iqaluit
Lindsay
MontrĂŠal
Nanton
National office
Niagara Falls
Peterborough
Red Deer
Rocky Mountain House
Saskatoon
Sundre
Toronto
Vancouver
Windsor
Yorkton
Category
Category
Choosing an option updates the results.
Alert
Blog
Budget highlights
Podcast
Videos
Reset
Succession and estate planning
×
Podcast
Business advisory services
Tax advisory
Succession and estate planning
Agribusiness
Episode 36 - Farm transfers under the Income Tax Act: Planning for the next generation
Farm succession isnât just about who takes over, itâs about how to transfer the farm without triggering a costly tax bill.
Francesca Loreto
Sarah Netley
Mar 3, 2026
Podcast
Business advisory services
Succession and estate planning
Episode 35 - Beyond trust: Protecting your business with a shareholder agreement
Why trust alone isnât enough to protect a business, and how a well-structured shareholder agreement can prevent conflict, clarify decision-making, and safeguard the future.
Francesca Loreto
Sarah Netley
Feb 17, 2026
Alert
Succession and estate planning
Agribusiness
Reaping the benefits of farm gifting
Succession planning remains a top concern for Canadian farm families, especially as nearly half of all farmers are now 60 or older.
Thomas Blonde
Dec 17, 2025
Podcast
Corporate finance
Private enterprise
Succession and estate planning
Episode 7- Opportunity Rocks with Rocky Bhatia
Rocky Bhatia is joined by Howard Ma, Director at Baker Tilly Canada Capital, to discuss the complex world of mergers and acquisitions.
Howard Ma
Oct 16, 2025
Podcast
Cross-border personal
Succession and estate planning
Episode 31 â Non-resident beneficiaries? Hereâs where estate taxes get complicated
Explore what happens when non-residents are part of an estate â from key CRA forms and tax treaties to common pitfalls to avoid.
Sarah Netley
Francesca Loreto
Oct 15, 2025
Succession and estate planning
Private sector consulting
Intergenerational business transfers
Among its wideâranging tax measures and initiatives, Budget 2023 provides longâawaited clarity on the issue of intergenerational transfers.
Sean Grant-Young
Nov 7, 2024
Tax advisory
Succession and estate planning
Concerned about the capital gains inclusion rate?
Many farmers are concerned about the increase in the capital gains inclusion rate from the 2024 federal budget. However, no draft legislation has been released yet.
Thomas Blonde
May 29, 2024
Alert
Indirect tax
Succession and estate planning
Agribusiness
Tax issues at home: Farmhouses
Farmhouse ownership involves complex tax considerations. Understanding your options helps you structure ownership to protect both your home and your operation.
Bud Arnold
Dec 1, 2023
Alert
Business advisory services
Audit and accounting
Tax advisory
Succession and estate planning
Farm business structure: proprietor, partnership or corporation?
One of the most common questions we get from our farm clients is how their business should be structured.
Thomas Blonde
Oct 26, 2023
Alert
Business advisory services
Succession and estate planning
Handle with care â Understanding how employee ownership trusts work
Budget 2023 proposes introducing "employee ownership trusts" (EOTs) to promote employee ownership and facilitate transitions of privately owned businesses. Effective January 1, 2024.
Jun 19, 2023
Business advisory services
Private enterprise
Succession and estate planning
Agribusiness
Intergenerational farm rollovers
Family business succession planning involves many components, including family dynamics, leadership training, financial planning, management transition, legal agreements and â ââ  you guessed it â ââ  taxes.
Bud Arnold
Jan 20, 2023
1
2
3
Next
Wherever you need us.
Connect now