Do you have surplus cash flow in your business held in a holding company to house passive investments that is not required for day-to-day operations?
Do you want to reduce your corporate taxes on investment income?
Would you like to transfer taxable corporate investments into a tax-deferred investment vehicle?
Do you want to leave your corporate assets to your family tax free?
Do you want to minimize capital gains tax upon the deemed disposition if shares upon death?
Would you like those “locked-in” assets to be paid as a tax free dividend through the Capital Dividend Account?
Do you want to immediately increase the value of your estate?
Do you want a plan that can protect you and your family from creditors?