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Category: Corporate Insurance

Private Corporations Dodge a Bullet with the 2018 Federal Budget

March 6, 2018Corporate Insurance, Tax Planning, Wealth Accumulationimport

The Liberal Government’s Federal Budget was delivered by Finance Minister, Bill Morneau, on February 27, 2018.  There had been much concern and speculation about the direction the budget would take with respect to the taxation of private corporations.  This was…

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Insurance Audit for the Business Owner

October 25, 2017Corporate Insurance, Life Insuranceimport

Many business owners understand the important role that life insurance plays in effective corporate planning.  Whether it is the funding of a shareholders’ agreement, life insuring corporate debt, or protecting against loss from the death of a key employee, life…

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Private Corporations in the Cross Hairs

September 16, 2017Corporate Insurance, Tax Planningimport

If you are the owner of a private corporation you should be concerned about the commentary that is coming from the Department of Finance.  In the Federal Budget of March 2017, Finance expressed their concern that private corporations were being…

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Life Insurance and the Capital Dividend Account

May 22, 2017Corporate Insurance, Estate Planning, Wealth Accumulationimport

Many business owners are unaware that corporate owned life insurance combined with the Capital Dividend Account (CDA) provides an opportunity to distribute corporate surplus on the death of a shareholder to the surviving shareholders or family members tax-free. Income earned…

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Does your Business Qualify for the Small Business Gains Exemption?

December 12, 2016Corporate Insurance, Tax Planningimport

As a business owner, you may be aware that when you dispose of shares in your business you could receive an exemption on all or a portion of the capital gains that ordinarily would be taxable. This is due to…

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The Corporate Estate Transfer

November 21, 2016Corporate Insurance, Estate Planningimport

If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation.  If this is the case, chances are also good that this invested surplus is exposed to a…

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Family Business Planning Strategies

July 18, 2016Business Succession Planning, Corporate Insurance, Life Insuranceimport

67% are at Risk of Succession Failure If you are an owner in a family enterprise, the chances of your business transitioning successfully to the next generations is not very good.  This has not changed over the years. Statistics show…

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The Clock is Ticking!

June 21, 2016Corporate Insurance, Estate Planning, Life Insurance, Tax PlanningNo commentsimport

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance.  New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…

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The Corporate Extraction Strategy

December 14, 2015Corporate Insurance, Life Insuranceimport

Transferring a Life Insurance Policy to a Corporation The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV).  When handled properly, it will result in withdrawing capital from the…

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Get Your Corporate Dollars Doing Double Duty

December 14, 2015Corporate InsuranceNo commentsimport

Owners of very successful private corporations are well aware of the importance of cash flow.  Many are protective of how they allocate corporate capital so that business ventures are adequately funded and investment opportunities are not missed. The Immediate Financing…

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Contact Us

Eric Lidemark CLU, CFP, CHS
Lidemark Financial Group Inc.
eric@lidemark.ca
(604) 538-6565
3305 – 155B Street
Surrey, BC
V3Z 0K5

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