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

Business Planning Video Series Part 7

Course by: Business Career College

SKU: CE-4232-13

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