Four Planning Strategies for Business Owners

2. Use corporate money to pay for individual insurance needs wherever possible.

4. Capital Dividend Account (CDA) wealth transfer. 

1. Pay out income earned on passive investments to shareholders.

 

3. Tax shelter passive assets where possible.


SOLUTIONS FOR YOUR STAGE OF BUSINESS

New Business

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Established Business

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Mature Business

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© 2016 Doug Ransom - Insurance Advisor