Strategies to address the estate and tax implications of “trapped” money in a holding company

Often times after a business owner sells and retires from the business, they have more assets than they need to fund their retirement. This usually results in “trapped” money in a holding company that is left to accumulate and eventually passes to their heirs through their estate.

Join Joshua Lane and Joël Campagna as they discuss the many tax efficient ways to maximize the use of these funds and unlock “trapped money” through implementing life insurance and other estate planning strategies. A few notable topics to be discussed are:

  • life insurance as an alternative asset class
  • maximizing the Capital Dividend Account (CDA)
  • recent tax changes and their effect on estate planning strategies

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