Business Planning, Financial Planning, CE, Finance & Insurance, and Continuing Education

Business Planning Video Series Part 5

Course by: Business Career College

SKU: CE-4232-11

Description

Finishing up the discussion of the Lifetime Capital Gains exemption we will continue our business discussions on holding companies and how you can use a holding company to your advantage to freeze the value of your shares.

Topics discussed:

  • Lifetime capital gains exemption – Crystallizing 
  • Role of a Holding Company 
  • Adding a Holding company using Section 85 
  • Section 86 (Freezing) 
  • Stop-Loss Rules

Course Outline

“Business Planning Video Series Part 5” is suitable for the following CE Credits:

British Columbia – 1 Life, 1 A&S, 0 General

Alberta – 1 Life, 1 A&S, 0 General (AIC#50674)

Saskatchewan – 1 Life, 0 Ethics

Manitoba – 1 Life and/or A&S, 0 General (ICM#31646)

Ontario – 1 CE

FP Canada – 1 Financial Planning (5644)

Course Details
Length:
1 hour
Language:
English
Certification:
Yes
Mobile Friendly:
Yes
Digital Badge:
Yes