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Category: Corporate Insurance

Life Insurance and the Capital Dividend Account

May 22, 2017Corporate Insurance, Estate Planning, Wealth Accumulationimport

Many business owners are unaware that corporate owned life insurance combined with the Capital Dividend Account (CDA) provides an opportunity to distribute corporate surplus on the death of a shareholder to the surviving shareholders or family members tax-free. Income earned…

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Does your Business Qualify for the Small Business Gains Exemption?

December 12, 2016Corporate Insurance, Tax Planningimport

As a business owner, you may be aware that when you dispose of shares in your business you could receive an exemption on all or a portion of the capital gains that ordinarily would be taxable. This is due to…

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The Corporate Estate Transfer

November 21, 2016Corporate Insurance, Estate Planningimport

If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation.  If this is the case, chances are also good that this invested surplus is exposed to a…

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Family Business Planning Strategies

July 18, 2016Business Succession Planning, Corporate Insurance, Life Insuranceimport

67% are at Risk of Succession Failure If you are an owner in a family enterprise, the chances of your business transitioning successfully to the next generations is not very good.  This has not changed over the years. Statistics show…

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The Clock is Ticking!

June 19, 2016Corporate Insurance, Life Insurance, Tax Planningimport

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance.  New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…

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The 4 Cs of Conflict-Free Family Businesses

July 20, 2015Business Succession Planning, Corporate Insurance, Featured Articlesimport

Focusing on growth is harder when your co-owners are your relatives by Fred Pidsadny for ProfitGuide.com Family-run businesses are like elastic bands—they can be stretched only so far, in different directions, before tensions cause them to snap. Those who run family businesses…

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The Corporate Extraction Strategy

June 18, 2015Corporate Insurance, Life Insuranceimport

Transferring a Life Insurance Policy to a Corporation The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV).  When handled properly, it will result in withdrawing capital from the…

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Protecting Your Business

January 1, 2015Corporate Insuranceimport

While most business owners realize the benefits of corporate-owned insurance, many do not realize that flexible life insurance products such as universal life can provide them with the protection they need as well as a source of cash for business…

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Recent Posts

  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • Government of Canada to allow up to $400 for home office expenses
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now
  • Applications for the new Canada Emergency Rent Subsidy starts today!

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Tony Watson
Financial Advisor

9367 Webster Place
Sidney, BC
V8L 2R9

Tel: 250-589-0515 
Email: tony@tonywatson.ca

Latest Posts

  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • Government of Canada to allow up to $400 for home office expenses
  • Highlights of the 2020 Federal Fall Economic Statement | Additional $20,000 CEBA loan available now
  • Applications for the new Canada Emergency Rent Subsidy starts today!

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