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TaxWise Insurance: Tailored Financial Strategies for Entrepreneurs, Families, and Businesses

The Entrepreneur: Navigating Risk and Seizing Opportunity

 

Entrepreneurs drive innovation and growth. TaxWise Insurance empowers them to protect their capital, solidify management structures, and strategically plan for the future. We understand the unique challenges faced by business owners and offer comprehensive insurance-based strategies to mitigate risks and ensure seamless transitions.

  • Areas of Planning: 
    • Family Business Succession
    • Key-Person Insurance
    • Buy/Sell Insurance
    • Executive Compensation Strategies
    • Collateral Funding Obligations
    • Corporate Risk Strategies
    • Corporate Investment Strategies

Family & Business: Securing Growth, Retirement, and Estate Certainty

Achieving a fulfilling lifestyle while leaving a meaningful legacy requires careful planning. TaxWise Insurance designs personalized strategies that leverage life insurance and other financial tools to protect estate values, maximize income, and minimize tax liabilities. We help you achieve your legacy ambitions with precision and care.

  • Areas of Planning: 
    • Post Mortem Tax Planning
    • Tax Treatment of Assets
    • Funding Shareholder Tax Obligations
    • Tax Exempt Insurance
    • Deemed Disposition Rules on Death
    • Liquidity for Estate Freeze Planning
    • Estate Equalization & Distribution of Assets
    • Payout Annuities
    • Segregated Funds
    • Leveraged Life Insurance
    • RDSP
    • RESP

Financial Considerations: Liability Planning, Wealth Preservation, and Corporate Growth

Effective financial planning is crucial for economic well-being. TaxWise Insurance professionals provide tailored solutions that integrate the latest tax information with sophisticated insurance strategies. We help you mitigate tax burdens, manage liabilities, and protect your assets, while also offering corporate investment and growth strategies.

  • Areas of Planning: 
    • Post Mortem Tax Planning
    • Identifying Tax Treatment of Assets
    • Funding Shareholder Tax Obligations
    • Tax Exempt Insurance
    • Deemed Disposition Rules on Death
    • Liquidity for Estate Freeze Planning
    • Insurance GIC's
    • Corporate Investment Strategies.

Legacy Planning: The Reward of Strategic Giving

Philanthropy is an increasingly important priority. TaxWise Insurance helps you maximize your charitable impact through cost-effective strategies that preserve estate assets. We offer solutions that enable larger gifts with minimal impact on your family's inheritance.

  • Areas of Planning: 
    • Tax Exempt Insurance
    • Donation Tax Credit
    • "Split Dollar" Planning Opportunities
    • Corporate Giving Strategies.
    • Adaptable Legacy & Estate Tools

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