Small Business Tax Changes Campaign

Reading Time: 2 minutes

Reading Time: 2 minutes We’ve put together a powerpoint presentation about the small business tax rules. You can use this at a seminar with your small business owner clients, accountants or incorporated professional clients.

Small Business Tax Changes Presentation and Video

Reading Time: < 1 minute

Reading Time: < 1 minute We’ve put together a powerpoint presentation about the small business tax rules. You can use this at a seminar with your small business owner clients, accountants or incorporated professional clients.

Tax Series: Passive Investment Income Calculator

Reading Time: 2 minutes

Reading Time: 2 minutes This week, our focus is on passive income and how much it can affect your small business limit and we’ve created a tax calculator that can be inserted into your website.

Tax Series: Structuring Universal Life

Reading Time: 2 minutes

Reading Time: 2 minutes This week, our focus is on passive investment income and limiting access to the small business tax rate.

For an advisor if you’re discussing this with a business owner or incorporated professional, here are the key points you should include:

The government is limiting access to the small business tax rate effective January 1, 2019, therefore it’s time to act now and review your situation.
Let’s review the type of assets your corporation currently holds and the treatment of these assets under the new measures.
Look at possible solutions including: Corporately-held life/critical illness insurance, Salary/Dividend payout, Individual pension plans and Deferred capital gains.