There are many creative ways to utilize the retained earnings of a privately held corporation. In this episode, Desiree D’Souza, Assistant Vice President, Tax and Estate Planning and Tony Lee, Assistant Vice President, Tax and Estate Planning at Manulife compare common surplus stripping strategies with corporate estate bonds and explain how using corporate-owned life insurance can increase value for your clients. Visit Manulife.ca/TheManulifeExchange to learn more.
There are many creative ways to utilize the retained earnings of a privately held corporation. In this episode, Desiree D’Souza, Assistant Vice President, Tax and Estate Planning and Tony Lee, Assistant Vice President, Tax and Estate Planning at Manulife compare common surplus stripping strategies with corporate estate bonds and explain how using corporate-owned life insurance can increase value for your clients.
Visit Manulife.ca/TheManulifeExchange to learn more.
Find more corporate owned life insurance resources from Manulife’s Tax, Retirement and Estate Planning Team: