6
WEALTH MANAGEMENT
CHALLENGES Faced By Small Business Owners
1.
How do I reduce my business income to the small business limit, so I may enjoy lower taxes?
2.
Is there another way besides “bonusing” out and transferring the tax liability to myself?
3.
Given the recent tax changes, how can I efficiently use cash inside the business to fund retirement?
4. 5. 6.
How can I make sure that the taxman doesn’t take half of my retirement savings at death?
How do I monetize and extract the maximum value for my business?
What steps do I need to take to make sure my business qualifies for the $848,252 capital gains exemption?
To find out how we can assist you, please contact our office for a confidential, no obligation consultation.
“Comprehensive Investment & Financial Planning for Business Owners, Families, and Charitable Organizations”
Confido Wealth Management Group at Manulife Securities Incorporated
(905) 822-4488 or (888) 697-5866 • manulifesecurities.ca • 2360 Bristol Cir, Suite 100, Oakville, ON