{"product_id":"kickstart-your-corporation-9781119709138","title":"Kickstart Your Corporation","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003e\u003cp\u003e\u003cb\u003eA detailed look at financial planning strategies surrounding professional corporations for doctors, dentists, lawyers, business owners and other Canadian professionals.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eIf you''re a doctor, a dentist, a lawyer, or a business ownervirtually any type of professional in Canadayou strongly \u003ci\u003eneed\u003c\/i\u003e to consider how incorporating fits into your financial plan.\u003c\/p\u003e \u003cp\u003eA good financial planner should acknowledge they have absolutely no control of the markets. However, taxes are completely controllable, and having a corporation is a powerful tool that allows professionals to control their tax bill.?Using a mix of personal observations, real-life examples, and strategy evaluations, this book guides the professional along their path to using their corporation in the most efficient way.\u003c\/p\u003e \u003cp\u003e\u003ci\u003eKickstart Your Corporation: The Incorporated Professional''s Financial Planning Coach\u003c\/i\u003e is your practical guide to controlling your tax bill and taking advantage of all that a Profes\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eAcknowledgments xvii\u003c\/p\u003e \u003cp\u003eAbout the Author xix\u003c\/p\u003e \u003cp\u003eIntroduction: The Value of a Coach xxi\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 1: \u003c\/b\u003e\u003cb\u003eIncorporation 101 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eWhy Incorporate? 2\u003c\/p\u003e \u003cp\u003eWhat Does It Cost to Incorporate? 2\u003c\/p\u003e \u003cp\u003eWhat’s the Process to Incorporate? 3\u003c\/p\u003e \u003cp\u003eWritten Consent 4\u003c\/p\u003e \u003cp\u003eArticles of Incorporation 4\u003c\/p\u003e \u003cp\u003ePayroll Remittances 4\u003c\/p\u003e \u003cp\u003eEmployment Contracts 5\u003c\/p\u003e \u003cp\u003eTransferring Assets 5\u003c\/p\u003e \u003cp\u003eReal Estate 6\u003c\/p\u003e \u003cp\u003eInsurance Policies 6\u003c\/p\u003e \u003cp\u003eChoosing Your Corporation’s Year-End and Maintaining Your Corporate Records 7\u003c\/p\u003e \u003cp\u003eWhen Does It Not Make Sense to Incorporate? 8\u003c\/p\u003e \u003cp\u003eWhat If You Have No Small Business Deduction? 10\u003c\/p\u003e \u003cp\u003eHow Does Purchasing a Home Fit into My Incorporation Timeline? 11\u003c\/p\u003e \u003cp\u003eSaving for a Down Payment: Incorporated and Non-Incorporated Options 11\u003c\/p\u003e \u003cp\u003eCan I Purchase My Principal Residence through My Corporation? 12\u003c\/p\u003e \u003cp\u003eWhat about Shareholder Loans? 14\u003c\/p\u003e \u003cp\u003eDoes a Professional Corporation Give Me Creditor Protection? 15\u003c\/p\u003e \u003cp\u003eHow Could I “Supercharge” My Charitable Donation? 16\u003c\/p\u003e \u003cp\u003eWhat is the Lifetime Capital Gains Exemption (LCGE)? 17\u003c\/p\u003e \u003cp\u003eNow That I Have Incorporated, Can I Deduct My Golf Membership Fees? 20\u003c\/p\u003e \u003cp\u003eWhat Do I Do with My Corporation When I Retire? 20\u003c\/p\u003e \u003cp\u003eReal-Life Case Example of Restructuring Shares 21\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2: \u003c\/b\u003e\u003cb\u003eThe Compensation Decision: Salary or Dividends? 25\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eUnderstanding the Roots of the Compensation Question 26\u003c\/p\u003e \u003cp\u003eSalary as Compensation 27\u003c\/p\u003e \u003cp\u003eDividends as Compensation 27\u003c\/p\u003e \u003cp\u003eDividend-Splitting with Family Members 28\u003c\/p\u003e \u003cp\u003eThe Old Rules: Pre-2018 28\u003c\/p\u003e \u003cp\u003eThe New Rules: Tax on Split Income—2019 and Afterwards 29\u003c\/p\u003e \u003cp\u003eTax Integration 33\u003c\/p\u003e \u003cp\u003eSalary versus Dividend Examples 33\u003c\/p\u003e \u003cp\u003eDo You Want to Put Your Savings in an RRSP or in Your Corporation? 35\u003c\/p\u003e \u003cp\u003eThe Value in the RRSP\/Corporation Today 36\u003c\/p\u003e \u003cp\u003eThe Tax Characteristics of Growth on the Investments 37\u003c\/p\u003e \u003cp\u003eWill We Pass Away with Funds in Our RRSP or Corporation? 40\u003c\/p\u003e \u003cp\u003eOther Factors 41\u003c\/p\u003e \u003cp\u003eIncreased Financial Control 41\u003c\/p\u003e \u003cp\u003ePsychological Factors 41\u003c\/p\u003e \u003cp\u003eCreditor Protection 42\u003c\/p\u003e \u003cp\u003eFuture Tax Law Changes 42\u003c\/p\u003e \u003cp\u003eDo We Want to Participate in the Canadian Pension Plan (CPP)? 42\u003c\/p\u003e \u003cp\u003eBeware the Overpayment Trap 44\u003c\/p\u003e \u003cp\u003eCPP Trends to Watch 44\u003c\/p\u003e \u003cp\u003eBottom-Line Considerations 45\u003c\/p\u003e \u003cp\u003eDo We Have Investments Inside the Corporation? 45\u003c\/p\u003e \u003cp\u003eWhat Are Some Exceptions to these Rules? 46\u003c\/p\u003e \u003cp\u003eSmall Business Deduction (SBD) 46\u003c\/p\u003e \u003cp\u003eChild Care Deduction 47\u003c\/p\u003e \u003cp\u003eSR\u0026amp;ED 47\u003c\/p\u003e \u003cp\u003eOther Specific Considerations 47\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3: \u003c\/b\u003e\u003cb\u003eInvesting Inside Your Corporation 51\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eCan I Invest through My Corporation? 52\u003c\/p\u003e \u003cp\u003eWhat the Income Tax Act Says about Investing through a Corporation 52\u003c\/p\u003e \u003cp\u003eStructuring Investments Inside the Corporation 53\u003c\/p\u003e \u003cp\u003eExample 54\u003c\/p\u003e \u003cp\u003eRDTOH (Refundable Dividend Tax On Hand) 55\u003c\/p\u003e \u003cp\u003eCapital Dividend Account (CDA) 55\u003c\/p\u003e \u003cp\u003eExample 56\u003c\/p\u003e \u003cp\u003eNew Passive Income Tax Rules 57\u003c\/p\u003e \u003cp\u003eReminder: Asset Allocation Still Matters 58\u003c\/p\u003e \u003cp\u003eWhat Are Corporate-Class Investments? 60\u003c\/p\u003e \u003cp\u003eThe Power of Tax-Deferred Compounding 62\u003c\/p\u003e \u003cp\u003eWorking through the Example 63\u003c\/p\u003e \u003cp\u003eWorking through the Example 65\u003c\/p\u003e \u003cp\u003eRule Changes from Federal Budget 2016 66\u003c\/p\u003e \u003cp\u003eConsiderations with Corporate Class 67\u003c\/p\u003e \u003cp\u003eFees 67\u003c\/p\u003e \u003cp\u003eLoss of Control 68\u003c\/p\u003e \u003cp\u003eLittle Fixed Income Exposure 69\u003c\/p\u003e \u003cp\u003eFuture Potential Rule Changes 70\u003c\/p\u003e \u003cp\u003eWhat If I Want to Try Investing on My Own? 70\u003c\/p\u003e \u003cp\u003eWhat If They Increase Capital Gains Taxes? 70\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4: \u003c\/b\u003e\u003cb\u003eValuing Permanent Insurance on the Holistic Corporate Balance Sheet 73\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eA Review of the Basics—Permanent Life Insurance as Tax Arbitrage 74\u003c\/p\u003e \u003cp\u003eThe Benefits of Corporate-Owned Permanent Life Insurance 75\u003c\/p\u003e \u003cp\u003ePay Premiums with Corporate Dollars 75\u003c\/p\u003e \u003cp\u003eAvoid New Passive Income Rules 76\u003c\/p\u003e \u003cp\u003eCreating Cash Flow 76\u003c\/p\u003e \u003cp\u003eProvide a Tax-Efficient Financial Legacy 77\u003c\/p\u003e \u003cp\u003eA Real-World Example: My Plan in Action 78\u003c\/p\u003e \u003cp\u003eFunding the Plan 78\u003c\/p\u003e \u003cp\u003eThe Growth of Funds in the Plan 79\u003c\/p\u003e \u003cp\u003eAssumptions in the Projections 79\u003c\/p\u003e \u003cp\u003eRates of Return Assumptions 80\u003c\/p\u003e \u003cp\u003eBeyond the First 10 Years 81\u003c\/p\u003e \u003cp\u003eThe Plan as an Investment 81\u003c\/p\u003e \u003cp\u003eUnderstanding the Criticisms of Corporate-Held Permanent Life Insurance 83\u003c\/p\u003e \u003cp\u003eRisk Review: Economic and Tax Considerations 83\u003c\/p\u003e \u003cp\u003eTax Policy Risk: “What if tax rates change?” 83\u003c\/p\u003e \u003cp\u003eEconomic Risk: “What if dividend rates or interest rates change?” 84\u003c\/p\u003e \u003cp\u003eAppropriateness Review: Concerns about the Sales Process 85\u003c\/p\u003e \u003cp\u003e“This strategy is designed to maximize advisor sales commissions—if it’s so good, why do so many people oppose it?” 85\u003c\/p\u003e \u003cp\u003e“Shouldn’t I help my kids today, instead of building an estate?” 86\u003c\/p\u003e \u003cp\u003eThis strategy is “an expensive way to buy insurance, and I can get\u003c\/p\u003e \u003cp\u003ehigher investment returns elsewhere”—shouldn’t I just “buy term and invest the difference?” 86\u003c\/p\u003e \u003cp\u003eThe True Cost of Term Insurance 86\u003c\/p\u003e \u003cp\u003eBuying Term and Investing the Difference: A Review of the Facts\u003c\/p\u003e \u003cp\u003eand Assumptions 87\u003c\/p\u003e \u003cp\u003e“What if something changes and I can’t afford the premiums?” 89\u003c\/p\u003e \u003cp\u003eComparing U.S. and Canadian Scenarios 89\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5: \u003c\/b\u003e\u003cb\u003eRisk Management 93\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eA Careful Examination 93\u003c\/p\u003e \u003cp\u003eThe Way We Think About Insurance 94\u003c\/p\u003e \u003cp\u003eWealth Insurance 95\u003c\/p\u003e \u003cp\u003eWealth Insurance on Parents 95\u003c\/p\u003e \u003cp\u003eWhen You Pay the Premiums 95\u003c\/p\u003e \u003cp\u003eExample 96\u003c\/p\u003e \u003cp\u003eWhen an Estate Bond Pays the Premiums 98\u003c\/p\u003e \u003cp\u003eExample 99\u003c\/p\u003e \u003cp\u003eRisk Insurance (Life and Disability Insurance) 100\u003c\/p\u003e \u003cp\u003eRisk Insurance 100\u003c\/p\u003e \u003cp\u003eExample 100\u003c\/p\u003e \u003cp\u003eLife Insurance 101\u003c\/p\u003e \u003cp\u003eHow much life insurance do we need? 101\u003c\/p\u003e \u003cp\u003eExample 102\u003c\/p\u003e \u003cp\u003eAssociation Plan or Individual Plan Life Insurance? 103\u003c\/p\u003e \u003cp\u003eDisability Insurance 105\u003c\/p\u003e \u003cp\u003eDisability Insurance: Do We Need the Ferrari Disability Package? 106\u003c\/p\u003e \u003cp\u003eThe Good Insurance Rider 106\u003c\/p\u003e \u003cp\u003eThe Situational\/Dynamic Insurance Riders 107\u003c\/p\u003e \u003cp\u003eThe Don’t Always Recommend Riders 108\u003c\/p\u003e \u003cp\u003eExample 109\u003c\/p\u003e \u003cp\u003eOther Common Questions 109\u003c\/p\u003e \u003cp\u003eShould we own insurance corporately? 109\u003c\/p\u003e \u003cp\u003eI’m young and invincible; should I have disability insurance? 110\u003c\/p\u003e \u003cp\u003eShould I get a lump-sum payout instead? 110\u003c\/p\u003e \u003cp\u003eCritical Illness Insurance 110\u003c\/p\u003e \u003cp\u003eLong-Term Care Insurance 112\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6: \u003c\/b\u003e\u003cb\u003eBorrowing to Invest 115\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eWhat is Leverage? 115\u003c\/p\u003e \u003cp\u003eWho Are Good Candidates for Using Leverage? 119\u003c\/p\u003e \u003cp\u003eEnhancing Returns in the Corporation with Leverage 119\u003c\/p\u003e \u003cp\u003eStrategic Prudent Leverage: Timing 123\u003c\/p\u003e \u003cp\u003eSome Basic Assumptions 123\u003c\/p\u003e \u003cp\u003eBuilding a Non-Registered Portfolio 124\u003c\/p\u003e \u003cp\u003eExample 125\u003c\/p\u003e \u003cp\u003eMigrating Efficiently to a Non-Registered Portfolio 126\u003c\/p\u003e \u003cp\u003eWithdrawing from the RRSP with the Use of an Offsetting Deduction 127\u003c\/p\u003e \u003cp\u003eMake Your Mortgage Interest Tax-Deductible 128\u003c\/p\u003e \u003cp\u003eDebt Swap Scenario 1: Making Your Mortgage Interest Tax-Deductible 128\u003c\/p\u003e \u003cp\u003eExample 129\u003c\/p\u003e \u003cp\u003eDebt Swap Scenario 2: Parents Helping Kids HelpThemselves 129\u003c\/p\u003e \u003cp\u003eExample 130\u003c\/p\u003e \u003cp\u003eInvestments That Use Leverage 132\u003c\/p\u003e \u003cp\u003eLeveraged and Inverse ETFs 132\u003c\/p\u003e \u003cp\u003eExample 132\u003c\/p\u003e \u003cp\u003eRisk Parity Funds 133\u003c\/p\u003e \u003cp\u003eWhen Does Leveraging Go Bad? 134\u003c\/p\u003e \u003cp\u003eSome Built-In Conflicts of Interest 134\u003c\/p\u003e \u003cp\u003eExamples 134\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 7: \u003c\/b\u003e\u003cb\u003eInvesting: Active or Passive? 139\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eWhat is Active Investing and What is Passive Investing? 140\u003c\/p\u003e \u003cp\u003eUnderstanding Investment Trends 141\u003c\/p\u003e \u003cp\u003eA Deep Dive into Passive Management 142\u003c\/p\u003e \u003cp\u003eFees—Passive Management 142\u003c\/p\u003e \u003cp\u003eThe Impact of Fees 143\u003c\/p\u003e \u003cp\u003ePerformance 144\u003c\/p\u003e \u003cp\u003eWhat about Outside Canada? 148\u003c\/p\u003e \u003cp\u003eDiving into Active Management 149\u003c\/p\u003e \u003cp\u003eThe Behavioral Gap 149\u003c\/p\u003e \u003cp\u003eBetter Risk Management 150\u003c\/p\u003e \u003cp\u003eFees—Active Management 150\u003c\/p\u003e \u003cp\u003eFlexibility to Manage After-Tax Returns 151\u003c\/p\u003e \u003cp\u003eAllowing Pursuit of Expressive Objectives 151\u003c\/p\u003e \u003cp\u003eMarket Return Does Not Equal Average Investor Return 151\u003c\/p\u003e \u003cp\u003ePerformance 152\u003c\/p\u003e \u003cp\u003eIs Your Fund “Truly Active”? 152\u003c\/p\u003e \u003cp\u003eThe Growth of Passive Investments May Sow the Seeds of Their Underperformance 153\u003c\/p\u003e \u003cp\u003eAccess to IPOs May Become More of a Differentiating Factor 153\u003c\/p\u003e \u003cp\u003eWrapping Up the Debate 154\u003c\/p\u003e \u003cp\u003eFees 154\u003c\/p\u003e \u003cp\u003ePerformance 155\u003c\/p\u003e \u003cp\u003eBehavior 157\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 8: \u003c\/b\u003e\u003cb\u003eThe Role of Trusts in Your Financial Plan 163\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSpeaking the Language of Trusts 164\u003c\/p\u003e \u003cp\u003eTrust Concepts 165\u003c\/p\u003e \u003cp\u003eResidency of Trusts 165\u003c\/p\u003e \u003cp\u003eTaxation of Trusts 165\u003c\/p\u003e \u003cp\u003eThe 21-Year Rule 166\u003c\/p\u003e \u003cp\u003eProbate 167\u003c\/p\u003e \u003cp\u003ePrivacy 167\u003c\/p\u003e \u003cp\u003eInter Vivos Trusts 167\u003c\/p\u003e \u003cp\u003eExample 169\u003c\/p\u003e \u003cp\u003eExample 169\u003c\/p\u003e \u003cp\u003eDiscretionary Investment Trust for Grandchildren 170\u003c\/p\u003e \u003cp\u003eExample 171\u003c\/p\u003e \u003cp\u003eBearer Trusts 171\u003c\/p\u003e \u003cp\u003eInter Vivos Cottage Trust 172\u003c\/p\u003e \u003cp\u003eTestamentary Trusts 173\u003c\/p\u003e \u003cp\u003eEstablishment of Testamentary Trusts 173\u003c\/p\u003e \u003cp\u003eAsset Protection 173\u003c\/p\u003e \u003cp\u003eTax Savings 174\u003c\/p\u003e \u003cp\u003eOther Factors to Consider 177\u003c\/p\u003e \u003cp\u003eProbate 177\u003c\/p\u003e \u003cp\u003eCosts 177\u003c\/p\u003e \u003cp\u003eMinor Children 178\u003c\/p\u003e \u003cp\u003eFor Family Members with Special Needs 179\u003c\/p\u003e \u003cp\u003eSpousal Trust 179\u003c\/p\u003e \u003cp\u003eUse of Spousal Trust 180\u003c\/p\u003e \u003cp\u003eWhen a Testamentary Trust Loses Its Status 181\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 9: \u003c\/b\u003e\u003cb\u003eAlternative Investment Strategies 183\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eCapital Gains Strip 184\u003c\/p\u003e \u003cp\u003eSuitability for Capital Gains Strip 186\u003c\/p\u003e \u003cp\u003eOverall Bottom Line 187\u003c\/p\u003e \u003cp\u003eIndividual Pension Plans (IPP and PPP) 188\u003c\/p\u003e \u003cp\u003eWhy an IPP? 188\u003c\/p\u003e \u003cp\u003eConsiderations 190\u003c\/p\u003e \u003cp\u003eSuitability 191\u003c\/p\u003e \u003cp\u003eNext Steps 191\u003c\/p\u003e \u003cp\u003eWhat’s the Difference between an IPP and a PPP? 192\u003c\/p\u003e \u003cp\u003eOverall Bottom Line 193\u003c\/p\u003e \u003cp\u003eRetirement Compensation Arrangements 194\u003c\/p\u003e \u003cp\u003eSteps to Implement an RCA 195\u003c\/p\u003e \u003cp\u003eAdvantages of the RCA 195\u003c\/p\u003e \u003cp\u003eDisadvantages of the RCA 197\u003c\/p\u003e \u003cp\u003eInvestment Account 197\u003c\/p\u003e \u003cp\u003eWithdrawals 198\u003c\/p\u003e \u003cp\u003eOverall Bottom Line 198\u003c\/p\u003e \u003cp\u003eInvesting in Watches: Can I Buy My Rolex through the Corporation? 198\u003c\/p\u003e \u003cp\u003eOverall Bottom Line 200\u003c\/p\u003e \u003cp\u003eArt: Can I Buy My Pablo Picasso Painting through the Corporation? 200\u003c\/p\u003e \u003cp\u003eBuying Art 200\u003c\/p\u003e \u003cp\u003eTransferring Art 200\u003c\/p\u003e \u003cp\u003eSelling\/Donating Art 201\u003c\/p\u003e \u003cp\u003eOverall Bottom Line 203\u003c\/p\u003e \u003cp\u003ePrivate Health Services Plans 203\u003c\/p\u003e \u003cp\u003eHealth Spending Accounts 204\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 10: \u003c\/b\u003e\u003cb\u003ePulling It All Together: Your Financial Plan 209\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Value of a Financial Plan 213\u003c\/p\u003e \u003cp\u003eExample 214\u003c\/p\u003e \u003cp\u003ePlan Analysis Synopsis 215\u003c\/p\u003e \u003cp\u003eClient Information 215\u003c\/p\u003e \u003cp\u003eFamily Member Information 215\u003c\/p\u003e \u003cp\u003eAdvisor Information 215\u003c\/p\u003e \u003cp\u003ePlan Assumptions 215\u003c\/p\u003e \u003cp\u003eEstate Assumptions 216\u003c\/p\u003e \u003cp\u003eIncome Information 216\u003c\/p\u003e \u003cp\u003eCPP\/QPP \u0026amp; OAS Information 216\u003c\/p\u003e \u003cp\u003eExpense Information 217\u003c\/p\u003e \u003cp\u003eRegular Expenses 217\u003c\/p\u003e \u003cp\u003eLump-Sum Expenses 217\u003c\/p\u003e \u003cp\u003eInsurance Scenario Lump-Sum Expenses 218\u003c\/p\u003e \u003cp\u003eLifestyle Asset Information 218\u003c\/p\u003e \u003cp\u003ePortfolio Assets 218\u003c\/p\u003e \u003cp\u003eLiabilities 219\u003c\/p\u003e \u003cp\u003eLife Insurance Policies 220\u003c\/p\u003e \u003cp\u003eDisability Insurance Policies 220\u003c\/p\u003e \u003cp\u003eCritical Illness Insurance Policies 220\u003c\/p\u003e \u003cp\u003eEducation Goals 220\u003c\/p\u003e \u003cp\u003eSavings Strategies 221\u003c\/p\u003e \u003cp\u003eSurplus Savings Strategies 221\u003c\/p\u003e \u003cp\u003eRRSP Maximizer Savings Strategies 222\u003c\/p\u003e \u003cp\u003eTransfer Strategies 222\u003c\/p\u003e \u003cp\u003eDeficit Coverage Order During Pre-Retirement 222\u003c\/p\u003e \u003cp\u003eLiquidation Order During Retirement 223\u003c\/p\u003e \u003cp\u003ePrivate Corporation Synopsis 223\u003c\/p\u003e \u003cp\u003eDr. Michael Jones Corp.—Current Plan 223\u003c\/p\u003e \u003cp\u003eSummary 223\u003c\/p\u003e \u003cp\u003eShare Ownership 224\u003c\/p\u003e \u003cp\u003ePreferred Ownership 224\u003c\/p\u003e \u003cp\u003eHistorical Data 224\u003c\/p\u003e \u003cp\u003eInvestment Accounts 225\u003c\/p\u003e \u003cp\u003eReal Estate Assets 225\u003c\/p\u003e \u003cp\u003eContributions—Inter-Company Dividends Received 225\u003c\/p\u003e \u003cp\u003eWithdrawals—Manual Dividend Distributions 225\u003c\/p\u003e \u003cp\u003eEstate 225\u003c\/p\u003e \u003cp\u003eNet Worth Statement 227\u003c\/p\u003e \u003cp\u003eCurrent Plan 227\u003c\/p\u003e \u003cp\u003eNet Worth Timeline 227\u003c\/p\u003e \u003cp\u003eCurrent Plan 227\u003c\/p\u003e \u003cp\u003eNet Worth Outlook 228\u003c\/p\u003e \u003cp\u003eCurrent Plan 228\u003c\/p\u003e \u003cp\u003eCash Flow Outlook 230\u003c\/p\u003e \u003cp\u003eCurrent Plan 230\u003c\/p\u003e \u003cp\u003eRetirement Cash Flow Timeline 231\u003c\/p\u003e \u003cp\u003eCurrent Plan 231\u003c\/p\u003e \u003cp\u003eRetirement Need and Investable Assets 232\u003c\/p\u003e \u003cp\u003eCurrent Plan 232\u003c\/p\u003e \u003cp\u003eDetailed Estate Analysis 235\u003c\/p\u003e \u003cp\u003eCurrent Plan 235\u003c\/p\u003e \u003cp\u003e\u003cb\u003eUtilizing Tax-Efficient Strategies 237\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eRecommendations 238\u003c\/p\u003e \u003cp\u003eNet Worth 238\u003c\/p\u003e \u003cp\u003eProposed Recommendations—Utilizing Tax Efficient Strategies Available for Corporations 238\u003c\/p\u003e \u003cp\u003eCash Flow Outlook 239\u003c\/p\u003e \u003cp\u003eProposed Plan 239\u003c\/p\u003e \u003cp\u003eNet Worth Timeline 242\u003c\/p\u003e \u003cp\u003eProposed Plan 242\u003c\/p\u003e \u003cp\u003eNet Worth Outlook 242\u003c\/p\u003e \u003cp\u003eProposed Plan 242\u003c\/p\u003e \u003cp\u003eRetirement Cash Flow Timeline 244\u003c\/p\u003e \u003cp\u003eProposed Plan 244\u003c\/p\u003e \u003cp\u003eRetirement Need and Investable Assets 246\u003c\/p\u003e \u003cp\u003eProposed Plan 246\u003c\/p\u003e \u003cp\u003eDetailed Estate Analysis 249\u003c\/p\u003e \u003cp\u003eProposed Plan 249\u003c\/p\u003e \u003cp\u003eClosing Thoughts: Your Next Steps 251\u003c\/p\u003e \u003cp\u003eIndex 255\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":48738369667415,"sku":"9781119709138","price":20.69,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781119709138.jpg?v=1723811985","url":"https:\/\/bookcurl.com\/products\/kickstart-your-corporation-9781119709138","provider":"Book Curl","version":"1.0","type":"link"}