EPISODE · Apr 15, 2025 · 42 MIN
Stop Overpaying Your Taxes: Give to Charity Instead with Flow-Through Shares (with Albert Labelle, PearTree Canada)
from Small Business | Big Insights · host Eric Saumure
Send us Fan MailToday, Eric sits down with Albert Labelle, partner at PearTree and a pro in strategic philanthropy.Albert breaks down flow-through shares—a powerful but often overlooked tax strategy that can help small business owners and individuals boost their charitable giving while lowering after-tax costs. They dive into how flow-through shares work, the tax advantages for Canadian donors, and how PearTree helps make it all happen. Albert also clears up common concerns around compliance and explains how to spot legitimate donation strategies.If you’re looking to give smarter and make a bigger impact, this episode’s for you.00:00 Intro00:51 Meet Albert Labelle02:17 What are Charity Flow-Through Shares?02:56 Donating Appreciated Securities04:38 PearTree’s Role in Changing the Game06:42 Tax Benefits Explained09:57 How to Donate with PearTree15:16 Compliance & Risk23:24 Alternative Minimum Tax Strategies39:56 Wrap-Up & ResourcesAlbert Labelle, MFA-P, Partner, PearTree Canadahttps://www.linkedin.com/in/albertlabellejr/https://peartreefinserv.comHosted by Eric Saumure (https://ericsaumure.com)
Embed this episode
What this episode covers
Send us Fan Mail Today, Eric sits down with Albert Labelle, partner at PearTree and a pro in strategic philanthropy. Albert breaks down flow-through shares—a powerful but often overlooked tax strategy that can help small business owners and individuals boost their charitable giving while lowering after-tax costs. They dive into how flow-through shares work, the tax advantages for Canadian donors, and how PearTree helps make it all happen. Albert also clears up common concerns around complian...
Ready to play
Stop Overpaying Your Taxes: Give to Charity Instead with Flow-Through Shares (with Albert Labelle, PearTree Canada)
No transcript for this episode yet
Similar Episodes
No similar episodes found.