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Presenter: Stuart Dollar M.A., LL.B, CFP®, CLU®, ChFC®, TEP

Stuart Dollar is a lawyer and is a Director for Retail Insurance Tax Solutions with Sun Life Financial in Waterloo, Ontario.

The presentation discusses the double tax problem when a business owner dies, then moves to two post-mortem planning options, loss-carryback and pipeline. It then briefly discusses some modifications to those strategies, because either one can be appropriate, depending on the deceased’s and beneficiaries’ circumstances. Lastly, it compares the two options with and without life insurance.

NO CE CREDITS AVAILABLE FOR THIS WEBINAR