Insurance and Risk Management

Many people, when they think of insurance, think about home, auto and life insurance. But insurance can also help you enhance and protect your family’s wealth and reduce or defer taxes.

Our team is prepared to find solutions using insurance to solve your complex business problems, for example

  • How can I reduce taxes with surplus cash in a holding company?
  • How can I protect my corporation and family if I or my partner die?
  • How can I convert personal debt into a tax-deductible corporate debt?
  • How can I minimize, defer or reduce tax on the sale or transfer of my business?
  • How can I make insurance a tax-deductible expense for my corporation?
  • How can I get my corporate expenses paid if I am disabled or critically ill?
  • How can I transfer corporate money to my family tax-free?
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Insurance and Risk Management