Freezing the shares of a corporation can be an excellent tax planning opportunity. Not only does the freeze defer taxes by passing on future growth, it may also allow the business owner to preserve the $750,000 enhanced capital gains exemption available on qualified small business corporation shares. For a complete REPORT please email Dustin using the report sign up below.
Kelowna Financial AdvisorBusiness Succession Planningspecialist to entrepreneurial business people
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Kelowna Estate Planning StrategiesAs a boutique firm in Kelowna, specializing in estate planning and business succession solutions for business owners, we will give you a strategic plan to optimize your available opportunities. Being the successful business owner you are, there will come a time when it is time to exit the business. It may be due to retirement, illness, an exercised buyout or any number of reasons. The one thing that is set in any of the selling situations is you want to make the transition a fair for one person most importantly, YOURSELF as the seller.
With the appropriate MAPP Process you will be able to navigate through the transaction with ease.
Kelowna Estate Planning Resources | REPORTS PROVIDED UPON REQUESTWhat is an estate freeze?How to Minimize Probate FeesShould I own my life insurance inside my company?In the business life insurance market, the question of ownership of policies is often raised. A business owner may have any reasons for preferring that his company own the policies. However, it is important to consider all the issues before a decision is made.More... Contact us TODAY to find out if you could enhance your
Kelowna Estate Planning! | ||||
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