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Upcoming Webinars

You’ve spent years building a real estate portfolio to provide for your family and secure your financial future. But in Ontario, failing to coordinate your corporate structure, your Will, and your estate’s liquidity means a major portion of your hard-earned equity could be frozen or heavily taxed before your heirs receive anything.

Many investors assume they know how property succession works. They believe their corporate structure or standard Will automatically protects them. They are often wrong.

Join Ryan Carson of Carson Law Office Professional Corporation for an unmissable, education-first session designed specifically for real estate investors navigating Ontario’s complex estate landscape.

Sarah Investor & Developer
  • Ryan J. Carson (Lawyer): Specializing in business and property law structures. In collaboration with the CRS Law Collective, he helps Ontario real estate investors protect their assets, plan predictable exits, and turn complex corporate portfolios into structured, lasting legacies.
  • Sarah Larbi (Host): I’ll be guiding the session.

What You'll Learn

In this intensive session, we are moving past abstract theories to focus on actionable property mechanics:

  • Expose 3 Dangerous Myths 
  • The Simplicity vs. Exposure Spectrum: A deep dive into the pros and cons of Personal Ownership, Corporate Ownership (CCPCs), and Family/Corporate Trusts.
  • The Holdco Trap: Why incorporating your properties simplifies share transfers but leaves your ultimate tax bill completely unfunded.
  • Navigating Corporate Tools: How to effectively evaluate Corporately Owned Life Insurance (COLI) and the Capital Dividend Account (CDA) to create tax-free liquidity.
  • The 21-Year Rule Warning: Why relying strictly on a trust might trigger unexpected capital gains tax at Fair Market Value earlier than you think.

Real-World Case Studies Featured

We will walk step-by-step through four investor profiles that mirror your own portfolio:

  1. The Helpful Parent (1–3 Properties): The hidden tax traps of adding your adult children “on title” while you’re still living.
  2. The Keep-It-Simple Investor (Personal Ownership): How to fund a terminal tax bill of several hundred thousand dollars without complex corporate setups.
  3. The Accidental Holdco Problem (4–10 Properties): What happens when an investor with high property equity has critically low estate-level cash.
  4. The Scalable Succession Plan (10+ Properties): How to combine Holdcos, insurance, and trust planning to ensure continuity and multi-heir fairness.

Plus all attendees will receive our detailed Tax & Liquidity Self-Assessment Worksheets

The Ultimate Succession Planning Test

Before you log off, you will know the exact answers to the four questions every investor must ask:

  1. What tax is likely triggered?
  2. Where will the cash come from?
  3. Who controls the properties?
  4. Should we keep, sell, or equalize?

The goal isn’t to make tax magically disappear, it is to prevent tax from forcing your family into the wrong decision at the worst possible time.

Webinar Details

  • Date: Wednesday, June 24th

  • Time: 7:00 PM – 8:30 PM EST

  • Cost: Free to attend

Tax may be inevitable. A family asset crisis does not have to be. Reserve your spot today to walk through your portfolio checklist live.

Don’t leave your legacy to the CRA. 

Register NOW!

ATTEND THIS EDUCATIONAL SESSION