Finances

Worth the Effort: Donating Private Company Shares

Worth the Effort: Donating Private Company Shares

Writing a cheque may be the most obvious way to give to charity, but if...
Sally was afraid it would be too complicated for her corporation to donate publicly traded securities until a Generosity Plan™ made charitable giving tax efficient and easy.

No Fear – Just Philanthropy

Sally* is the sole shareholder of a holding company with an investment portfolio of publicly...
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Planning for a Generous New Year

Michael and Shalen* had weathered the economic shifts and shutdowns of 2020 relatively well, but...
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A New Holiday Tradition

Christmas is just around the corner and there are still lots of opportunities to practice...
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Establishing a Generous Legacy

By any measure, Louis* had done very well in life. In addition to raising a...
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Making a Difference with a Gift of Life Insurance

The United Nations Women recently warned that alongside the Covid-19 pandemic, women around the world have...
Designating charity as the beneficiary of their joint life insurance policy allowed David and Anna to model generosity for their children while providing a tax credit for their estate.

Building A Charitable Legacy Using Life Insurance

As David and Anna settled into the rhythm of retired life, their thoughts turned to...
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When Giving Is Good for Business: Donating Private Company Shares (Part 2)

In Part One, I introduced you to Keith and Edward, who contacted me to help them donate...
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When Giving Is Good for Business: Donating Private Company Shares (Part 1)

Edward & Keith always knew they wanted to work together. After earning their CPA designations,...