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The Ins and Outs (and Pitfalls) Of Borrowing From Your Own Company

By Nancy Grouni - March 4, 2024

The article “The ins and outs (and pitfalls) of borrowing from your own company” was originally published in Canadian Family Offices originally published Published Jun 14, 2021  •  Last updated Mar 04, 2024. Photo by Tima Miroshnichenko from Pexels. How to extract money from your corporation while avoiding tax complications Funds can…

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Real-life cases show benefits of ‘quarterback’ planning for business owners

By Nancy Grouni - March 4, 2024

The article “Real-life cases show benefits of ‘quarterback’ planning for business owners” was originally published in Canadian Family Offices on March 4, 2024. Photo by Samson Katt from Pexels. These individuals are prone to suffer financially when well-intended advice comes solely from siloed advisors, writes Nancy Grouni. As a Certified…

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Business Owners, You Can – And Likely Should – Be Growing Your Corporate Savings

By Nancy Grouni - February 24, 2022

The article “Business owners, you can – and likely should – be growing your corporate savings” was originally published in Canadian Family Offices on February 24, 2022. Photo by Andrea Piacquadio from Pexels. Cash can be invested in stocks, funds or real estate and grow inside the corporation just like…

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Business Owners, Don’t Neglect Your CDA Account – It’s A Beautiful Thing

By Nancy Grouni - October 29, 2021

The article “Business owners, don’t neglect your CDA account – it’s a beautiful thing” was originally published in Canadian Family Offices on October 29, 2021. Photo by Artem Podrez from Pexels. It keeps track of the cash your corporation can pay out as a tax-free capital dividend Much effort is…

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