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