Date: November 23, 2021
Time: 12:00 PM – 1:30 PM
Price: $95 + GST
Explore the things you didn’t think you needed to know about shareholder agreements in this informative lunchtime program. For over 40 years, presenter Gary Clark has worked with some of Western Canada’s most successful business owners and is an industry recognized expert in the area of Shareholder Agreements.
Topics will include:
– Role of life insurance in shareholder agreements
– Life insurance clauses in shareholder agreements and how they interact with the Stop Loss Rules
– Considerations for capital gains exemption and the Insurance capital dividend account
– Avoiding unnecessary tax in life insured shareholder agreements
This event occurred in the past. Click here for the on-demand version.
Presenter:
Gary Clark, TEP, CLU, Clark Insurance Advisory