Business Planning Video Series Part 7
Description
In Part 7, our focus is estate freezes; being able to freeze the value of your shares to capture a higher ACB of your share therefore decreasing your tax liability at death. This is also a great way to start the succession of your business.
Topics Discussed:
- Disability Buy Sell
- Estate Freeze, types and methods
- Refreezes
- Partial Freezes
- Melt/ Thaw
Course Outline
“Business Planning Video Series Part 7” 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#50676)
Saskatchewan – 1 Life, 0 Ethics
Manitoba – 1 Life and/or A&S, 0 General (ICM#31648)
Ontario – 1 CE
FP Canada – 1 Financial Planning (5838)
Course Details
1 hour
English
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