After years of providing professional advice to business owners, developing and selling my own business, I have developed a Spring Training Program for other business owners to use for planning.
Week One:
- How do I own my business? Is it still the most effective way?
-
Is my corporation tax efficient? Now? In the future?
-
What is my tax situation if I sell my business?
-
Do I qualify for the Capital Gain Exemption? Can my family members use their CGE on the sale of the Family Business?
-
Have I creditor-proofed my business from unexpected risks?
-
Am I taking money out of my business in a tax effective way?
-
Do I need a Holding Company to protect my assets?
-
Is my business structured correctly to transfer to my children?
-
Does an Estate Freeze and Family Trusts make sense for my Business and my family?
-
Am I taking advantage of Income Splitting opportunities with my family?
As a business owner these are some of the questions you need to consider.
If you think my Spring Training Program might be useful to you and/or your business, please contact me.
Steven Lowe
Investment & Wealth Advisor
519-376-0501
steven.lowe@rbc.com