The Rural Voice, 1991-11, Page 18Aft
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HOW DO I INCORPORATE?
In the last Agrilaw, we considered
the question, "Should I Incorporate?"
The advantages to the farmer of
incorporation are: • limited liability;
• tax benefits; • estate planning; and
• perpetual existence which facilitates
business transactions.
How can the tax free transfer of as-
sets to the new corporation be accom-
plished to obtain maximum advantage
from incorporation for the farmer?
Corporations often buy assets from
their shareholders; for example, an in-
dividual can incorporate a corporation
to take over his proprietorship or hold
his investments, and the new corpora-
tion's first transaction may be to buy
assets from the incorporator. Section
85 of the Income Tax Act of Canada
permits the corporation to buy these
assets from the individual on a "roll-
over" basis, that is, without any tax
liability. However, this transaction is
only tax free if there is a joint election
by both the vendor and the purchasing
corporation.
To accomplish a Section 85 roll-
over, the purchasing corporation must
be a "taxable Canadian Corporation."
It must be incorporated in Canada (or
have been resident in Canada since
1971). The vendor, including any
partnership, must also be a taxpayer.
The assets being sold to the corpor-
ation must be capital property (but
cannot include real property owned by
a non-resident); inventory; accounts
receivable; eligible capital property
(for example, goodwill of the corpora-
tion); and any resource properties.
For the shareholder to roll the as-
sets into the corporation on a tax free
basis, the shareholder (vendor) must
receive at least one share in the capital
stock of the purchasing corporation in
exchange for the transfer of assets.
The vendor may also receive non -
share consideration for the transfer
(for example, cash, promissory notes,
or any other property). However, the
value of the non -share consideration
must not exceed certain limits. This
must be discussed with a lawyer and
an accountant.
To claim the rollover, the vendor
and the purchasing corporation must
jointly sign a prescribed election form
dictated by Revenue Canada, and this
must be filed with Revenue Canada.
This form sets out the elected amount
for the value of transfer of the assets.
Usually, the elected amount is the
vendor's original cost of acquiring the
asset. In this way, the corporation
steps into the shoes of the individual
vendor, and when the corporation dis-
poses of the asset, it is liable for any
capital gains tax or other tax conse-
quences that would have been the ven-
dor shareholder's responsibility. The
parties to the rollover may elect a dif-
ferent amount than the vendor's cost
base, depending on the circumstances
of the individual and the corporation.
Whether or not incorporation and a
Section 85 rollover will be to the ad-
vantage of an individual farmer can
only be determined after a thorough
investigation of the farmer's financial
position. Legal and accounting advice
is required to ensure that the necessary
corporate steps are taken, and the app-
ropriate tax considerations are identi-
fied, including selection of the opti-
mum elected amount for the parties
involved.0
Agrilaw is a syndicated column produced by a
full service London law firm. Marlene
McGrath, an associate lawyer, specializes in
corporate and commercial law, wills, and
estate planning. Agrilaw is intended to provide
information to farmers on subjects of interest
and importance. The opinions expressed are
not intended as legal advice. Before acting on
any information contained in Agrilaw, readers
should obtain legal advice with respect lo their
own particular circumstances.