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Accessing Cash Value

Interest deductibility in back-end leveraging strategies Corporate cash withdrawals Corporate policy loans Loan to shareholder v loan to corporation Corporate collateral loan
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Buy-Sell

Buy sell hybrid method Buy sell promissory note method Buy sell share redemption method Buy sell crisscross method Partnerships buy sell Insuring a shareholders buy sell agreement
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Charitable Giving

Gifting with Canada Life My Par Gift Insured share donation strategy for business owners Charitable giving strategies part II Charitable giving strategies part I
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Corporate-Owned Insurance

Capital dividend account (detailed) Post-mortem planning 50% and 100% solutions Life insurance shares Accounting for life insurance Tax reduction strategy for business owners Beneficiary designations with corporate-owned life insurance CSV impact on share value at death Life insurance wasting freezes Paying taxes with corporate owned life insurance Corporate owned life…
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Estate Planning

Creditor protection and life insurance Post-mortem planning for business owners Why incorporate? Why use a holding company? Tax and estate planning fact finder Short form fact find Finding opportunities with financial statements Estate freezes Estate planning for farmers and fishers How policyowners are safeguarded RRIF Estate transfer Discussing life insurance…
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Life Insurance Taxation

Policy dividends, uses and taxation A practical view of the 2017 exempt test changes The 250% and 8% tests Other policyholder taxation changes affecting policies issued after 2016
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Living Benefits

Other sources of disability benefits DI taxation chart CI taxation chart Wage loss replacement plan Corporate-owned CI Transferring a CI policy
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