Costly Tax and Investment Planning Mistakes Made By Business Owners | Ep.023 скачать в хорошем качестве

Costly Tax and Investment Planning Mistakes Made By Business Owners | Ep.023

Recorded: May 29, 2025 Originally published on The Millennial Money Canada Podcast, Rebranded as The Personal CFO Podcast Summary In this episode, Guillaume Girard and Sam Lichtman discuss the four most common mistakes made by business owners, focusing on the implications of salary versus dividends, the importance of notional accounts, and the benefits of leveraging the lifetime capital gains exemption. They also explore investment strategies for business owners to optimize their financial growth and tax efficiency. Topics Covered in this Episode 00:00 Introduction to Business Owner Mistakes 11:15 Understanding Salary vs. Dividend Payments 25:18 Utilizing Notional Accounts for Tax Efficiency 31:08 Tax Implications of Foreign Income 36:42 Understanding the Capital Dividend Account 43:39 Lifetime Capital Gains Exemption Explained 55:45 Common Investment Mistakes in Corporations Subscribe to The Personal CFO Newsletter: https://www.mwadvisors.ca/newsletter-... Visit our Website: https://www.mwadvisors.ca/guillaume Connect with me on LinkedIn:   / guillaume-girard-cfa-cfp-08487170   Book a Private Intro Call here: https://mwadvisors.as.me/GuillaumeGir...