Ep #98 - Death and Taxes for Incorporated Professionals in Canada - with Mehul Gandhi, CFP, CLU, TEP
beyond MD with Dr. Yatin Chadha
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Navigating Estate Planning for High Net Worth Individuals
This chapter explores estate planning strategies for high net worth individuals, focusing on tax implications and asset transfer mechanisms. The discussion highlights the complexities faced by incorporated professionals in Canada, especially regarding deemed disposition and capital gains taxes at death. Personal anecdotes enrich the conversation about estate freeze techniques and tax-efficient strategies to ensure smooth generational wealth transitions.
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