
Business Planning Video Series Part 5

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
1 hour
English
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Yes
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