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Capital gain strategies to fund inherent capital gains and facilitate transfer of business to next
generation
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Structuring and funding of buy-sell agreements |
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Tax effective investments to enhance assets, retirement income and estate values |
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Succession planning and estate equalization strategies for family owned businesses |
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Use of family trust, RESP and other tax sheltered investments to reduce taxes and facilitate intergenerational wealth transfer
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Advanced compensation strategies and benefits planning, including the use of Individual Pension
Plans and Retirement Compensation Arrangements
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Charitable Giving and Legacy Magnification Strategies |
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