Articles tagged "Case Study"
17 articles covering case study for incorporated business owners.
English
Business Loan Insurance Case Study
Case study: independent approach secured better rates for corporate loan insurance, protected $5M financing. Quebec & Ontario. Illustrative. Request insurance review.
Universal Life Insurance for Active Investors Case Study
Case study: IT contractor uses universal life for tax-sheltered corporate investments. Active control. Quebec & Ontario. When UL vs whole life. Illustrative.
Corporate Estate Whole Life Insurance Case Study
Case study: participating whole life for corporate wealth transfer. Comparable growth, lower volatility, tax efficiency. Quebec & Ontario. Illustrative. Request review.
Partner Buy-Sell Agreement Case Study
Case study: two partners, buy-sell funded by life insurance, $10M+ protected. Knowledge-based company valuation. Quebec & Ontario. Illustrative. Request review.
$3 Million in Your Corporation: Universal Life vs Taxable Portfolio
A 47-year-old business owner deposits $3M over 10 years. Two paths: taxable portfolio vs universal life. Different outcomes for the family. Quebec & Ontario. Illustrative.
$3 Million in Your Corporation: How Much Reaches Your Family?
A 47-year-old business owner deposits $3M over 10 years. Two paths: taxable portfolio vs participating whole life. Very different outcomes for the family. Quebec & Ontario. Illustrative.
Don't Ignore Tax on Your Corporate Portfolio | Trading vs. Tax Efficiency Case Study
Case study: active trading destroys returns via hidden tax costs. Calculate true after-tax IRR. Quebec & Ontario corporate portfolios. Illustrative. Request structure review.
The Compounding Tax Bomb Case Study | Estate Freeze & Purification
Case study: $53-61M tax bill at death. Purification and estate freeze save ~$7M. Quebec/Ontario incorporated owner. Illustrative. Request structure review.
How Much Is My Business Worth? The Importance of Long-Term Vision
Case study: nearly sold for $3M, valuation shows $6M today, $62M+ in 15 years. Long-term vision for Quebec & Ontario owners. Illustrative. Request valuation review.
Maximizing Estate Value Case Study | Corporate Life Insurance Strategy
Case study: strategic asset transfer + corporate life insurance. $1.4M lifetime tax savings, $5.7M estate benefit = $7.1M total. Quebec & Ontario. Illustrative.
Paying Pennies on the Dollar for Your Estate Tax
Estate freeze created $300K tax bill? Corporate life insurance funds it 40-60% cheaper than HoldCo dividends. Quebec 2026 rates. Case study. Request review.
Wealth Preservation Through Key Person Life Insurance | Wealth Creation vs Preservation
Case study: UL preserves $1.16M vs Term-15's $500K. Extraction costs exceed 55% tax. Wealth creation vs preservation. Quebec & Ontario. Illustrative. Request review.
From Active Trading to Tax-Free Estate Transfer
Case study: 49-year-old business owner redirects $3M from corporate trading into tax-free estate transfer. Quebec & Ontario. Illustrative.
Private Lending vs Corporate Investing: The $74K Tax Difference
Your new lending company earned $100,000. After tax, you kept $14,080. Here's how 86% disappeared - and what the alternative looks like. Quebec & Ontario. Illustrative.
The $150,000 Question: When a Second Business Costs More Than It Earns
Quebec tech founder starts a lending business with $1M in retained earnings. The tax bill surprises him. There's a simpler path. Illustrative case study.
Self-Insuring a Buy-Sell Agreement: What the Numbers Require
What it takes to self-insure a buy-sell obligation. Net-of-tax target, moving target math, and why the timeline is longer than it looks. Quebec & Ontario. Illustrative.
Whole Life vs Universal Life for Business Owners
Whole life: the insurer manages the money and bears the risk. Universal life: you pick the investments and carry the downside. Which fits your corporation depends on your investor profile and goals.