Ownership and Tax Structures Checklist

*Name:
*Email:

   * These fields are optional, unless follow-up is requested. 
 
Would you like an Investaflex Representative to follow-up and discuss your answers with you?

Yes
No
1.  I clearly understand the current ownership structure of our company.
Yes
No
Unsure
2.  Taxes are usually our company's biggest financial liability.
Yes
No
Unsure
Yes
No
Unsure
3.  I am aware of the tax consequences of my current exit strategy.
Yes
No
Unsure
4.  I am aware of the consequences of associate companies held by family members.
Yes
No
Unsure
5.  I am aware of the $500,000 lifetime capital gains exemption available to all Canadians who hold shares in private Canadian companies.
Yes
No
Unsure
6.  Our company strives to ensure that 90% or more of assets are used purely to produce active business income.
Yes
No
Unsure
7.  We have a buy-sell agreement and funding strategies in place.
Yes
No
Unsure
8.  I understand the role of a corporate capital dividend account (CDA) in relation to the potential sale of my business.
Yes
No
Unsure
9.  We have the ability to income split in our current structure.
Yes
No
Unsure
10.  We have creditor protection in place for our corporate assets.

Home  |  About Us  |  Family Wealth Optimization  |  Family Business Advising  |  FAN Links  |  Surveys  |  Contact Us

 

 
 

 

Investaflex Financial Group   |   308-938 Howe St. Vancouver, BC V6Z 1N9
Tel: 604.331.2520  |   Toll Free: 1.877.242.9124  |   
info@investaflex.com

Copyright © 2004 Investaflex
Empowered by Port 80 Solutions   |  Privacy Policy