Читать книгу Kickstart Your Corporation - Andrew Feindel - Страница 33
Real-Life Case Example of Restructuring Shares
ОглавлениеIn 2015, I sat down with a client in his late 60s who had a significant amount of assets in his corporation, which we'll call “123456 Ontario Limited.”
The client ultimately wanted to pass on his assets to his daughters in a tax-efficient manner. We collectively decided any life insurance solution was off the table—and starting in 2016, new top tax rates were coming into effect, with new surtaxes.
Here are my notes for the transaction we implemented:
