Life InsuranceRetirement PlanningShareholder Issues Transferring the Family Business – The Landscape is Changing When it comes to transferring the family business to the next generation, the tax rules in…The Link BetweenOctober 11, 2023
Estate PlanningIncorporated ProfessionalsShareholder Issues Corporate Owned Life Insurance – Watch Those Beneficiary Designations! As a business owner, your corporation has a life insurance policy on your life - a…The Link BetweenJune 14, 2022
Estate PlanningShareholder Issues Is an Estate Freeze Something I Should Consider for my business? You own your own business and recently, you’ve heard some talk about estate freezes. So, what…The Link BetweenMay 10, 2022
Estate PlanningLife InsuranceShareholder Issues The Importance of a Buy-Sell Agreement You are a group of successful entrepreneurs who have worked hard to grow your business into…David MasonSeptember 12, 2019
Incorporated ProfessionalsInvestingShareholder Issues RRSP vs. Corporate Investing When working with business owners who are looking to make investments outside of their business, I…David MasonJuly 10, 2017
Estate PlanningLife InsuranceShareholder Issues Splitting Owner & Beneficiary: Corporations Budget 2016 proposes changes for the Capital Dividend Account (CDA). In addition to the changes outlined…David MasonApril 7, 2016
Estate PlanningLife InsuranceShareholder Issues Changes to the Capital Dividend Account The 2016 Federal Budget announced changes that will impact the Capital Dividend Account and transfers of life…David MasonMarch 30, 2016