General Tax Implications when Investing in Real Estate. Episode 17

Speaker: Natalie Yunes, BAS, CPA, CGA.

1) How are you taxed differently when holding real estate for a long period of time?
2) Calculation of capital gain or loss in real estate.
3) Correctly expensing costs.
4) The impact of taking money from your RRSP to invest in real estate.
5) Buying real estate personally or through a corporation.
6) Owning real estate in another country.
7) Legal suites.

Natalie Yunes is a tax professional with over 25 years of
diversified tax experience both in the industry and in public
accountancy. She has worked at one of the Big4 firms in corporate,
non-for profit, and personal tax fields. Her expertise includes
reporting, compliance and defense of income tax, international tax and
commodity tax issues.
She holds the following degrees – Bachelor of Business Administration,
Chartered Professional Accountant and a Certified General Accountant.

Natalie can be reached at natalie@taxwelldone.com or (416)-895-7749.

Everything you need to know about trusts – conversation with a tax professional


-What is a trust?
-How is a trust established?
-Can you give me some examples of trusts
-How is a trust taxed?
-How similar is it to a corporation?
-What is a family trust?
-Why would you use a family trust?
-How do you set up a family trust?
-How is it taxed?
-What are the disadvantages of a family trust?

About George E. Craven, B.A.(Hons) LL.B. M.Tax.

George has been practicing as a sole tax practitioner in Calgary (Monarch Tax Law) since 2007. His practice focuses on small business corporations including corporate reorganizations, corporate succession planning, tax efficient structuring and inter-vivos family trust planning.
George got his Master of Taxation degree in 2001 and worked at McCarthy Tétrault LLP till 2007
In 2014 George worked as an Adjunct Professor at University of Calgary and University of Lethbridge

George is married and has 6 children, five boys and a girl

George’s interests are steam locomotives, playing the Tuba and watching English soccer with a passion only English people can understand!

George’s site is www.monarchtaxlaw.com and his phone number is (403) 265-7066