Rotenberg Consulting Inc.

04/30/2026

Keeping the Family Cottage in the Family
Ontario Succession Planning for Tax, Family
Harmony and Long-term Use

For many Ontario families, the cottage is not just real estate. It is the place where children grew up, grandchildren learned to swim, and family routines became family memories. That emotional value is exactly why cottage planning is often more difficult than ordinary estate planning...

For many Ontario families, the cottage is not just real estate. It is the place where children grew up, grandchildren learned to swim, and family routines became family memories. That emotional value is exactly why cottage planning is often more difficult than ordinary estate planning.

03/26/2026

Planning with Critical Illness Insurance

Critical illness insurance (“CII”), first introduced in Canada in the mid-1990s, has continued to evolve over the past three decades. What began as a relatively simple product designed to provide financial support on the diagnosis of a serious illness has developed into a flexible planning tool with applications in business structuring, shareholder agreements and family planning...

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https://www.rotenbergconsulting.ca/post/planning-with-critical-illness-insurance

02/05/2026

Dual Citizens, U.S. and Tax

The article was written by my colleague, Sébastien Desmarais, an Ottawa tax and estate practitioner, and shared with permission.

https://conta.cc/3ZemQYS

12/10/2025

Santa’s Not the Only One Making a List—Business Owners Should Too!

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Email from Rotenberg Consulting Inc. Santa’s Not the Only One Making a List—Business Owners Should Too!   DECEMBER 2025   Santa’s Not the Only One Making a List—Business Owners Should Too! 2025 Year-E

09/18/2025

Estate Freezing in Challenging Times

These are challenging times for business owners. Companies are facing uncertainty, and market values are down. While tax planning might not be your top priority right now, if you believe conditions will eventually improve, this could be an excellent opportunity to make strategic financial decisions for the future. One powerful strategy to consider is an Estate Freeze.

https://conta.cc/4pzXHnw

Email from Rotenberg Consulting Inc. Estate Freezing in Challenging Times   SEPTEMBER 2025   Estate Freezing in Challenging Times These are challenging times for business owners. Companies are facing

08/19/2025

The Gift That Keeps on Taking:
The Tax Trap in Asset Transfers

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Email from The Gift That Keeps on Taking: The Tax Trap in Asset Transfers   AUGUST 2025   The Gift That Keeps on Taking: The Tax Trap in Asset Transfers Every professional has encountered it: a client

04/25/2025

Let's Tax the Rich
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Email from Rotenberg Consulting Inc. Let's Tax the Rich   APRIL 2025   Let's Tax The Rich As personal tax season is winding down for another year, I thought it might be time for something a bit more l

03/10/2025

Understanding Canada's New Property Flipping Tax Rules
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01/29/2025

A penny saved is worth two pennies earned... after taxes!
Ensure Your Business Qualifies as a Qualified Small Business Corporation

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Email from Rotenberg Consulting Inc. A penny saved is worth two pennies earned... after taxes!   JANUARY 2025   A Penny Saved is Worth Two Pennies Earned... After Taxes! Ensure Your Business Qualifies

12/06/2024

T'IS THE SEASON
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Email from Rotenberg Consulting Inc. T'IS THE SEASON   DECEMBER 2024   ‘TIS THE SEASON Another year has flown by, and it is time to consider year-end tax planning. In most years the basics don’t chang