Legal, Tax and Accounting Strategies for the Canadian Real Estate Investor
- You should opt for a sole proprietorship versus a partnership or corporate ownership strategy.
- There are things you can do to manage the way HST impacts your real estate investment business.
- You need information about the tax implications of a real estate disposition.
- You can change your bookkeeping system to better meet your needs and those of your accountant.
Who Are We?
This book was written by two individuals whose collective experience in helping Canadians make wise property investment decisions spans several decades. Steve Cohen is a securities lawyer with a great deal of experience in the real estate sector. George Dube is a chartered accountant whose knowledge is based on many years of helping clients with their property buying needs. Both Steve and George are real estate investors themselves. Working from this foundation, we have put together the definitive guide on how to build a successful real estate portfolio in Canada from a legal, tax and accounting perspective.
Chapter 1: Eyes Wide Open.
Chapter 2: Building a Successful Team.
Chapter 3: Mastering the Basics.
Chapter 4: Structuring Your Acquisitions.
Chapter 5: Structuring Your Acquisitions with a Large-Scale Joint Venture.
Chapter 6: Structuring Your Real Estate Business.
Chapter 7: Owning Your Properties.
Chapter 8: More Tax Strategies for Property Ownership.
Chapter 9: Structuring Dispositions.
Chapter 10: Tax Considerations on Dispositions.
Chapter 11: Estate-Planning Considerations.
Chapter 12: Keeping the Books.
Appendix 1: Joint Venture Agreement Checklist.
Appendix 2: Legal Considerations Relating to Syndicate Offerings—Investor Checklist.
Appendix 3: Legal Considerations Relating to Syndicate Offerings—Promoter Checklist.
About the Authors.
Steve is also real estate investor and, in 2008, he established SmartCap Ventures Inc., an investment company with a focus on joint venture real estate initiatives. He recently launched the Real Estate Investment Law Blog at www.reilaw.ca.
GEORGE E. DUBE, MACC., CA, jointly established the
predecessor to Dube & Associates Professional Corporation,
Chartered Accountants, in 1997 after several years with national
accounting firms. He is a graduate of the University of Waterloo's
Master of Accounting Program, and has also completed the Canadian
Institute of Chartered Accountants' two-year In-Depth Taxation
Course. He is a member of the Institute of Chartered Accountants of
Ontario Small Practice Advisory Committee, a CRA regional
practitioner committee member, and a member of the Canadian Tax
Foundation since 1993.
A veteran real estate accountant and investor whose practice focuses on providing the knowledge and tools clients need to increase and preserve the value of their businesses, George is a frequent guest speaker at an assortment of meetings, events and workshops through the year. He has written articles or contributed to the same, in various national and regional publications. His website is www.georgedube.com.