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Do you own a business or are one of its important shareholders? This element of financial planning process will interest you.
Indeed, it includes
 | an analysis of the structure of the company;
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| a study of the remuneration options for shareholders;
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| a reminder of the special rules governing the exemption for capital gains of $750,000;
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| an explanation of the impacts of a holding company;
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| a review of the shareholders’ agreement;
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| a study of the company’s investment portfolio;
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| advice on reducing capital tax. |
More particularly, our intervention will help you to prepare the transfer of your company to your children or your associates, including the sale of your interests.
An analysis will allow you to evaluate the consequences of the eventual death of a shareholder and learn the regulations governing death benefits.
Lastly, we will show you the advantages of estate freezing, by which you can ensure the implementation of a competent and gradual relief team at the head of your company.
With sound financial planning
you can face the future with place of mind !
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