Succeeding in Succession

Jan 13, 2020 |Jason David Smith

You own a business. You’ve worked hard to get it to where it is today. One day – whether in one year, 10 years, when you pass away, or at some other time– someone else will run this business. If you’d like to decide in advance who that “someone else

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Five Steps Toward Financial Health

Dec 13, 2019 |Jason David Smith

Cash Flow and Growth: Are you making headway? In the short term, look at after-tax cash flows in against your outflows. Review bank account statements and credit cards. For longer-term investments, contact your Wealth Advisor for a total return

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So, What is it you do?

Sep 13, 2019 |Jason David Smith

The idea is that high net worth individuals can benefit from a holistic approach in which a single manager coordinates, like a quarterback, all the services needed to manage money and plan for their own or their family's current and future needs.

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The Evolution of the Investor

Jul 11, 2019 |Jason David Smith

Today’s investors have the benefit of research, expertise and well-regulated markets. A well-structured and thought-out plan based on your goals and risk tolerance is the best way to control your ingrained survival instincts and keep on track.

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Give your employees The Perk of Less Worry

Jun 12, 2019 |Jason D. Smith

Today, for a Group RRSP to be a true ‘retention tool’ for your employees, better options are required. Millennials especially expect more. Today, such help can be provided without greater expense. Money is a major stressor for employees.

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Part 2: Planning the Sale of your Business

Apr 09, 2019 |The Navigator

When selling your business, there is more than the purchase price to consider; the real bottom line is the after-tax funds you retain after the sale. Tax planning ahead of time may offer you more flexibility in negotiating the terms of the sale and s

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Preparing your Operating Company for Future Sale

Mar 13, 2019 |Jason David Smith

If you are in the highest tax bracket, being able to multiply access to the LCGE could result in significant tax savings on the sale of shares if you are able to split the capital gain with other family members.

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Money Inside a Corporation

Feb 15, 2019 |The Navigator

As a business owner, you most likely rely on the income generated by your corporation’s business to fund your lifestyle. You may also hope that your business accumulates sufficient capital to meet your income needs in retirement.

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The Benefits Of Setting Up a Trust

Dec 11, 2018 |Jason David Smith

There are many benefits to setting up a trust, as it ensures your assets are distributed to your loved ones—or causes you care about—according to your specific wishes, in a confidential, tax-effective way.

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