How Family Trusts Can Reduce Taxes for Business Owners Retirement Straight Talk With Paul & William

This week, Paul is joined by special guest Dennis Serre, President & CEO of Serre Financial.
Dennis brings over 30 years of taxation planning experience to clients and financial advisors across the country. He began his career with the CRA, and he remains a leader in the industry by researching and providing unique tax alternatives to business owners and high-net-worth individuals.
Paul & Dennis discuss the use of family trusts for business owners and how they can be used to reduce taxation.
Topics discussed include, but aren't limited to:

The use of family trusts for tax deferralTax on Split Income (TOSI) rules and how family trusts can reduce their impactHow family trusts can be used to reduce taxation on sale of capital property such as real estateUsing a family trust to multiply the Lifetime Capital Gains ExemptionHow estate freezes can be used to pass a business onto the next generation
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The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

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