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Top of Mind2022-03-07T21:51:53-05:00

Top of Mind

Kevin picks timely tax/estate planning issues and
shares his thoughts and views.

Latest Articles

25Apr 2022

Insured Buy-Sell Arrangements and Subsection 55(2)

By |April 25th, 2022|Categories: corporate-owned life insurance|Tags: , |

Structuring life insured buy-sell agreements with the intent of maximizing the tax benefits to both the deceased and surviving shareholders can be “tricky” to say the least. There are a number of competing tax considerations which can arise including: Structuring the agreement to permit the deceased shareholder to [...]

10Mar 2022

Beware of Corporate-Owned Life Insurance and Shareholder Benefits

By |March 10th, 2022|Categories: corporate-owned life insurance|Tags: |

Shareholders of private corporations may require life insurance for a variety of personal and/or business reasons, such as creating liquidity to pay estate liabilities, funding a buy-sell agreement or covering the repayment of a business loan. The issue that often arises is whether to own that insurance [...]

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