demo
  Business Owners
 
OVERVIEW
 
CORPORATE TAXATION CHALLENGES
 
PERSONAL TAXATION CHALLENGES
 
MOVEMENT OF CAPITAL
 
SUCCESSION PLANNING
 
RETIREMENT PLANNING
 
MERGERS & ACQUISITIONS
 
ELIGIBILITY REQUIREMENTS
 
 
MOVEMENT OF CAPITAL
 

In my experience, private business owners have not been advised of all the options associated with transferring company profits in various ways - and the resulting consequences.

More important, they have not been presented with alternative solutions compared to their current process.
 

(Alternatives are allowed under the Canadian Income Tax Act)

 
WE COMPARE THE CONSEQUENCES OF:
  • leaving monies in the company
  • bonusing monies out to the owner personally
  • inter-corporate dividends to a holding company (2 ways)
  • using specific trusts (not family trusts) (2 ways)
  • RRSP's and IPP's (Individual Pension Trusts)
This is presented in a "simple & understandable" format In my 35 years of experience, (with hundreds of private business owners

no one has been presented with this form of comparison!