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Who we help · Hotels & motels · Tax planning

Hotel tax planning that respects how much capital sits under every room.

A hotel corporation runs into tax walls most owner-managed businesses never see, because the balance sheet is a piece of real estate. The small business deduction erodes as taxable capital climbs, rental drift can recast income as passive, and the eventual sale is a real-estate transaction and a business transaction in the same breath. We plan for those walls years before you reach them.

Front desk staff welcoming a hotel guest

The $500,000 that quietly shrinks

The small business deduction keeps the first $500,000 of active income at roughly 12.2 percent combined in Ontario, and hotels lose it in a way service firms never do: through the balance sheet. Once taxable capital employed in Canada passes $10 million, the business limit starts to grind away, and at $50 million it is gone. Land, building, furnishings and the debt that financed them can push a single mid-size GTA property toward that first threshold well before its revenue suggests any such thing. The measurement runs across the whole associated group, so the holdco holding the real estate counts alongside the operating company, and the two also share the one $500,000 limit. The planning is unglamorous and valuable: know where the group's taxable capital sits before year-end, not after, and time debt paydowns, capital additions and the year-end itself with the grind in view.

Active income, property income and the motel drift

Hotel income is active business income because a hotel sells service: front desk, daily housekeeping, linens, breakfast. Let a motel drift toward long-stay residents with few services, though, and the income starts to resemble rent, and the specified investment business rules can recharacterize it as property income with no small business deduction at all, unless the corporation employs more than five full-time people or genuinely operates like a hotel. Two adjacent rules round out the picture. Rent the operating company pays an associated holdco is recharacterized as active income in the holdco's hands, which is precisely what makes the two-corporation hotel structure work. And surplus profits invested passively inside the group add their own grind: beyond $50,000 of investment income a year, the same business limit shrinks again. We map which of these applies to your mix of nightly, weekly and monthly trade as part of Tax Planning & Advisory, before CRA maps it for you.

Paying yourself when payroll is already running

The salary-versus-dividend decision is cheaper to execute in a hotel than almost anywhere, because payroll already runs every two weeks for housekeeping and the front desk; adding the owner costs nothing extra in machinery. Salary creates RRSP room and CPP entitlement and deducts against the corporation's income; dividends skip payroll taxes but build no room. For most owners the answer is a blend, reset annually against the corporate rate actually being paid once the grinds above are counted. Family members on the payroll are fine when the T4 reflects shifts genuinely worked; a dividend to a spouse with no role in the business walks straight into TOSI and top-rate tax, so the paper trail matters as much as the split. The blend also feeds back into the grinds above: once the corporation's marginal profit is taxed past the small-business rate, salary that deducts at the higher corporate figure gains ground, and the arithmetic shifts again in any year the limit comes back.

The exit is two deals in one

Every hotel sale is a real-estate deal and a business deal at once, and the seller's tax result depends on which one it becomes.

QuestionShare saleAsset sale
What the buyer takesThe corporation whole, history includedProperty, FF&E and goodwill, picked clean
Your tax resultCapital gain, with the $1.25M lifetime capital gains exemption available on qualifying sharesThe corporation pays tax on recapture and gains, then you pay again extracting the proceeds
Decades of CCA on the buildingTravel with the shares, untaxed todayCome back as recapture, taxed as income in the year of sale
HST at closingNone on the sharesThe registrant buyer normally self-assesses on the realty, so no cash tax moves

Buyers push for assets to refresh their CCA base; sellers want shares for the exemption and to leave the recapture behind. The gap is bridged in price, and knowing your number on both structures before negotiations is the whole advantage. Qualifying for the exemption takes lead time too: the share tests look back 24 months, and while hotel real estate used in the active business counts as a good asset, surplus cash and a portfolio do not. Purifying through the holdco is routine when started early, and our Corporate Restructuring work exists for exactly this. A free 15-minute discovery call tells you which walls are closest; the plan itself is quoted in writing.

Common questions

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Why would a profitable hotel lose the small business deduction?

Usually through capital, not profit: once the associated group's taxable capital employed in Canada passes $10 million, the $500,000 limit grinds down, disappearing entirely at $50 million. A property-heavy balance sheet gets there faster than revenue suggests.

Is our motel earning active income or rental income?

Services decide it. Nightly trade with housekeeping and a front desk is active; long-stay rooms with few services drift toward property income under the specified investment business rules, unless the corporation employs more than five full-time people. The mix is worth reviewing annually.

Should we sell shares or assets when we exit?

Sellers usually net more on shares, via the lifetime capital gains exemption and by leaving recapture behind; buyers pay more for assets. Model both, price the gap, and start the 24-month purification clock well before the listing.

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