Shareholder Issues Archives - Mason Advisory Inc

When it comes to transferring the family business to the next generation, the tax rules in…

As a business owner, your corporation has a life insurance policy on your life - a…

You own your own business and recently, you’ve heard some talk about estate freezes. So, what…

You are a group of successful entrepreneurs who have worked hard to grow your business into…

David MasonSeptember 12, 2019

When working with business owners who are looking to make investments outside of their business, I…

David MasonJuly 10, 2017

Budget 2016 proposes changes for the Capital Dividend Account (CDA). In addition to the changes outlined…

David MasonApril 7, 2016

The 2016 Federal Budget announced changes that will impact the Capital Dividend Account and transfers of life…

David MasonMarch 30, 2016

Shareholder Issues