Business Owners
Strategies to help increase your personal cash flow, keep key employees and protect your business.
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Customized solutions based on you, plans for you to accumulate and protect your wealth.
Latest News
How To Use Insurance To Provide Your Family With Financial ProtectionMay 1, 2024 - 6:00 am
Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax UpdatesApril 22, 2024 - 11:02 am
2024 Federal Budget HighlightsApril 17, 2024 - 5:41 pm
Tax tips to know before filing your 2023 income taxApril 2, 2024 - 2:17 pm
Empowering Your Family’s Financial Future: A Comprehensive Guide to BudgetingApril 1, 2024 - 6:00 am
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Shared Ownership Critical Illness
/in blog, Business Owners, corporate /by Alto, Chang and Associates Financial ManagementShared Ownership Critical Illness offers business owners and incorporated business professionals a way to access the retained earnings in their corporation or provide benefits to a key employee.
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Estate Planning for Business Owners
/in blog, Business Owners, life insurance /by Alto, Chang and Associates Financial ManagementWriting an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle bigger and more complex estates. Seeking professional help from an accountant, lawyer or financial advisor is an effective way of dealing with such complexities.
Tax Series: Strategies for Private Corporations
/in blog, corporate, tax /by Alto, Chang and Associates Financial ManagementLast summer, Finance Minister Morneau announced a number of tax reforms for Small Business Owners, including the changes to income sprinkling, minimizing the incentives to keep passive investments and reducing the transfer of corporate surpluses to capital gains.