Business Planning

Concepts/Strategies

• Succession Planning
• Key Person Planning
• Corporate Share Redemption
• Collateral Insurance
• Utilization of the Capital Dividend Account
• Creditor Protection

Business Planning Tools:

• The Use of Holding Companies
• Shareholder Agreements
• Buy-Sell Agreements (A Business Will)
• Key Person Planning
• Collateral Insurance Planning
• Business Succession Planning
• Executive Pension Plans (IPP)
• Retirement Compensation Plans (RCA)
• Deferred Compensation Plans
• Corporate Owned Life Insurance
• Leveraged Buy-Outs
• Corporate Disability
• Corporate Critical Illness Plans
• Funding Arrangements
• Health and Welfare Trusts
• Private Health Services Plan