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Resources & Solutions
Resources & Solutions
Thoughts to Consider
Thoughts to Consider
Inherent Tax Liabilities
Inherent Tax Liabilities
Taxation can diminish an individual’s estate.
Shift the Focus
Shift the Focus
Business Owners are primarily focused on the tasks at hand, and the importance of estate and succession planning is often overlooked.
CDA
CDA
The Capital Dividend Account is an integral part of a tax-effective strategy for private corporations and their Canadian shareholders
Financial Tools
Financial Tools
As a Business Owner, you can choose financial tools to enhance, diversify and protect your business.
Asset types differ in:
Asset types differ in:
-Tax Treatment
-Growth
-Risk and liquidity
-Distribution from your company
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