@tadtalksmoney: The Hybrid Strategy is part capital dividend, part LCGE sale and fully legal if your shares qualify. Here’s how David’s estate used a promissory note to unlock $800K tax-free. Let me know what you think in the comments ➡️ Remember to always consult your tax professional for all of your tax planning. Link in bio to schedule a complimentary zoom consultation. Follow for more tips on building wealth and achieving financial freedom! 🌟 Disclaimer: All videos are for educational/entertainment purposes only. Figures used are to demonstrate concepts, not financial advice. This message is an expression of the author’s personal opinions. The company will not be held liable in any way for the opinions expressed herein. #HybridStrategy #CapitalDividend #LCGE #PromissoryNote #PostMortemTaxPlanning #EstatePlanningCanada #QualifiedSmallBusinessShares #HighNetWorthTaxTips #WealthPreservation #SmartSuccessionPlanning
As a successful business owner you have figured out what most have not. You’ve learned how to take a dollar and turn it into ten! You’ve worked hard, built your business, and now you need to protect, and preserve your wealth so you can pass it along to the future generations without giving half to CRA. Don’t put off planning!
2025-06-12 00:10:53
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YO21 :
My trading journey so far has been really smooth all thanks to Mr Mark Ramsey he's a good trader to work with.@Mark Ramsey
2025-06-12 14:03:44
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