Intergenerational business transfers have always been a challenge, but the 2024 legislative updates have added an entirely new layer of complexity for CPAs and their clients. In this AJAG PD Pod episode, Jonathan sits down with Nathan Choran, who leads the Canadian Tax Group at Zeifmans, to break down what’s changed and why it matters.

From estate freezes and surplus-strip concerns to voting control requirements, capital gains reserves, CRA interpretations and real client scenarios, this conversation offers practical insights for any CPA advising family-owned businesses.

If your clients are planning a transition to the next generation - or should be - this episode will help ensure you’re fully informed.