Death and taxes for incorporated Canadian professionals, with Mehul Gandhi - Episode 98 скачать в хорошем качестве

Death and taxes for incorporated Canadian professionals, with Mehul Gandhi - Episode 98

Mehul Gandhi (CFP, CLU, TEP) from Westmount Wealth breaks down the various layers of tax impacting a Canadian corporation at death, as well as tax mitigation strategies. Time Stamps: 00:00 - Introduction 03:05 - The layers of tax on one's estate after an incorporated business owner passes away 15:00 - How much tax can our estate face with no planning? 16:14 - Estate freezes 19:07 - First post mortem tax reduction strategy - loss carryback 21:40 - Pipeline strategy 24:06 - Why it's important to keep our wills updated 27:40 - Corporate share structure 35:07 - Insurance to navigate illiquidity challenges 40:00 - Who needs a holding company? (40:32) 42:55 - Tax reduction with proper planning - how much? 44:56 - Help us with estate planning - who? 47:43 - Closing thoughts beyond MD links: website: https://www.beyondmd.ca/ newsletter: https://www.beyondmd.ca/newsletter LinkedIn:   / yatin-chadha   Radiology Courses for Clinicians: https://beyondradiology.thinkific.com... https://beyondradiology.thinkific.com...