Get Down to Business with Mike Morgan: Sell Your Business Tax-Free

Описание: Can you really sell your business and keep up to $1.25 million tax-free? Yes - if you qualify for the Lifetime Capital Gains Exemption. In this episode, Mike Morgan, Portfolio Manager and Financial Planner with RBC Dominion Securities, explains how incorporated business owners can use this powerful strategy to reduce taxes when selling shares of a Canadian small business.

Even better? With the right family trust, you may be able to multiply that exemption across family members and shelter several million from tax.

Don’t wait until you're ready to sell. Early planning makes a massive difference.

✉️ Reach out for a complimentary business review and see what steps you can take now to maximize your exit.
https://ca.rbcwealthmanagement.com/mi...


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About us: Recommend but not necessary
Mike Morgan is a Portfolio Manager, Wealth Advisor and Certified Financial Planner at RBC Dominion Securities. He helps professionals, families, and business owners build confidence and clarity in every aspect of their financial life. Mike is backed by a team of experts and a process that makes complex planning feel simple.
🔗 https://ca.rbcwealthmanagement.com/mi...


Disclaimer:
Nothing in this video constitutes legal, accounting, estate planning or tax advice and should not be relied upon as such. You are advised to consult with independent tax and legal advisors before taking any action based upon the information contained herein to ensure your own circumstances have been properly considered. All opinions and views expressed by the speaker(s) are not representative of views and opinions of RBC DS. All Information and opinions provided in this video are in good faith, but without legal responsibility.