Session 3: No Plan is CRA's Plan: What's Your Business Succession Strategy

Session 3: Business Succession Planning

Topics:

1. Lifetime Capital Gains Exemption (LCGE) and Its Strategic Use: how to sell eligible corporate shares tax free?
2. Estate Equalization Strategies for Family Businesses
3. Avoiding Family Disputes in Business Succession

Key Takeaways:

1. Maximizing the benefits of the Lifetime Capital Gains Exemption in succession planning
2. Implementing effective strategies to ensure fair estate distribution among family members
3. Developing a clear succession plan to minimize potential conflicts and ensure smooth transition