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Five Ways To Withdraw Money From Your Business In A Tax-Efficient Manner

Five Ways To Withdraw Money From Your Business In A Tax-Efficient Manner

by Mountain Planning | Aug 1, 2022 | Blog, Business Owners, corporate, tax

Five Ways To Withdraw Money From Your Business In A Tax-Efficient MannerYou have worked long and hard to build up your business, and now you are ready to withdraw money from your business’ bank account. But you don’t want to get hit with a huge tax bill....
Estate Planning for Business Owners

Estate Planning for Business Owners

by Mountain Planning | May 1, 2022 | Blog, Business Owners, Estate Planning, Family, life insurance

Estate Planning for Business OwnersWhat happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
2021 Year-End Tax Tips for Business Owners

2021 Year-End Tax Tips for Business Owners

by Mountain Planning | Dec 1, 2021 | 2021, Blog, Business Owners, corporate

2021 Year-End Tax Tips for Business OwnersNow that we’re approaching the end of the year, it’s time to review your business finances. We’ve highlighted the most critical tax-planning tips you need to know as a business owner.Salary and Dividend MixAs a business owner,...
Importance of a Buy-Sell Agreement

Importance of a Buy-Sell Agreement

by Mountain Planning | Jul 5, 2021 | Blog, Business Owners, Buy Sell

[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Starting a new business venture can be both exciting and nerve-racking at the same time. The hopes...
Retirement Planning for Business Owners – Checklist

Retirement Planning for Business Owners – Checklist

by Mountain Planning | Jun 2, 2021 | Blog, Business Owners, corporate, health benefits, life insurance, long term care, pension plan, RRSP, Tax Free Savings Account

[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] As a business owner, one of your challenges is learning how to balance between reinvesting into the...
Do you REALLY need life insurance?

Do you REALLY need life insurance?

by Mountain Planning | Mar 2, 2021 | Blog, Business Owners, Family, Individuals, life insurance

[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] You most likely do, but the more important question is, What kind? Whether you’re a young...
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Jeremy@mountainplanning.ca

(778) 753-4115

205-145 Asher Road

Kelowna, BC V1X 3H5

 

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