Understand the Value of a Holding Company
Holding companies can be a great tool for successful small business owners. Holding companies, or Hold co.’s, provide business owners with an opportunity for additional ...
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Key Person Insurance
Thanks to their size, small businesses usually rely on a few key people to keep operations running smoothly. Whether it is a front-line supervisor that ...
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Estate Freezes 101
An estate freeze is a tax planning technique that allows a small business owner to freeze the growth of their interest in their company in ...
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Using Corporate Owned Life Insurance to Reduce Passive Income Taxation
Effective January 2019, new tax rules will come into effect that will have a dramatic impact on some small business owners. Starting in 2019, the ...
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Insurance Audit for the Business Owner
Many business owners understand the important role that life insurance plays in effective corporate planning. Whether it is the funding of a shareholders’ agreement, life ...
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Family Business Planning Strategies
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 ...
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What to do after selling your business
By James Dolan The contract is signed. The cheque is cashed. Your business has been sold or you’ve been given a golden handshake. Now what? It’s ...
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Protecting Your Business
While most business owners realize the benefits of corporate-owned insurance, many do not realize that flexible life insurance products such as permanent whole life can ...
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