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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 Corporate Structures for Estate and Retirement Planning

This chapter explores the essential elements of corporate structure and share management crucial for estate planning and retirement strategies. It highlights the importance of timing in conducting estate freezes, aligning retirement with estate needs, and employing tax-reduction strategies through thoughtful asset management.

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