Szabo & Company - Tax and Business Lawyers

Resources

Szabo & Company is pleased to offer the following resources materials.

Use of this information is subject to the terms and conditions.

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Tax & Estate Planning Information

	Tax Products
	- Szabo & Company offers a complete line of tax products. Click here to go to the Tax Product information page.
	Business and Estate Planning
	- outlines the need for succession, retirement and estate planning
	Estate Planning Questionnaire

	Personal Guarantees & Deductibility of Capital Losses
	- rights and obligations of shareholders who have personally guaranteed corporate debts
	Testamentary Spousal Trusts
	- available options for deferring estate income tax by use of spousal trusts
	Asset Protection
	- how to "creditor-proof" your assets
Legal Information

	Client's Rights and Responsibilities
	- the rights and responsibilities a client has within the lawyer/client relationship
Business Information

	Employee v. Independent Contractor Status
	- how to determine whether individuals working for you are employees or independent contractors
	Incorporating a Company
	- when, and if, you should consider incorporating
	Shareholder Agreements
	- the importance of having one in place and the issues to consider
Personal Information

	Assisting Disabled Persons with Finances
	- various options to enable caregivers to help disabled persons with their personal finances
Tax and Securities Forms

	TSX Form 20 - Personal Information Form
	- required by Alberta Securities Commission to be filed by all issuers and promoters of a public offering.
	Revenue Canada T3009 Election Form
	- Employee Profit Sharing Plan
	Revenue Canada T4PS Return of Allocations and Payments
	- Employee Profit Sharing Plan
	Revenue Canada T4PS Supplementary
	- Statement of Employee Profit Sharing Plan Allocations & Payments

Szabo & Company
Toll Free:	1.866.229.0717
Phone:	403.229.1111
Fax:	403.245.0569
email:	info@szaboco.com