{"product_id":"pre-order-approx-4-6-business-days-estate-planning-with-life-insurance-10th-edition-by-steve-meldrum-10096998-0003-afab3","title":"*PRE-ORDER, APPROX 4-6 BUSINESS DAYS* Estate Planning with Life Insurance 10th Edition by Steve Meldrum 10096998-0003","description":"\u003cp\u003ePaperback, Wolters Kluwer\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eThis book is primarily intended for insurance advisors who work with business owners, executives, and other high net worth individuals, although lawyers, accountants, and other professionals admit to reading the book.\u003c\/strong\u003e We hope this book will be helpful not only to insurance professionals but also to tax advisors who may be unfamiliar with insurance opportunities and rules. By necessity, this book contains a lot of income tax-related material. It is not, however, intended to be an income tax or estate planning text. The income tax information provided is intended to be of sufficient detail that it will help the insurance advisors understand how insurance products can best be used in client situations.\u003c\/p\u003e\n\u003cp\u003eAs in all previous editions, new and relevant case law have been included, as well as references to relevant sections of the Canadian Income Tax Act and pertinent CRA publications. This edition contains also both new and revised examples in many chapters and uses updated income tax rates where applicable. \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eUpdates include:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eExpanded guidance on intergenerational business transfers\u003c\/li\u003e\n\u003cli\u003eNew analysis of beneficiary designation disputes\u003c\/li\u003e\n\u003cli\u003eEnhanced coverage of corporate-owned life insurance\u003c\/li\u003e\n\u003cli\u003eUpdated guidance on shareholder agreements\u003c\/li\u003e\n\u003cli\u003eNew insights on insurance leveraging strategies\u003c\/li\u003e\n\u003cli\u003eExpanded discussion of executor and estate administration issues\u003c\/li\u003e\n\u003cli\u003eUpdated tax rates, CRA references, examples, and case law throughout\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eTopics include:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHow to resolve and plan for estate liquidity needs\u003c\/li\u003e\n\u003cli\u003eThe impact of personal and corporate tax rates on life insurance planning\u003c\/li\u003e\n\u003cli\u003eThe role of corporate-owned life insurance in estate and business planning\u003c\/li\u003e\n\u003cli\u003eInsurance needs and succession planning for owners of family businesses\u003c\/li\u003e\n\u003cli\u003eDetailed strategies for funding shareholders' agreements\u003c\/li\u003e\n\u003cli\u003eHow to help clients and find insurance opportunities by reviewing and understanding shareholders' agreements\u003c\/li\u003e\n\u003cli\u003eThe use of life insurance as a leveraging vehicle\u003c\/li\u003e\n\u003cli\u003eThe use of life insurance in planning with trusts\u003c\/li\u003e\n\u003cli\u003eThe role of life insurance in charitable giving\u003c\/li\u003e\n\u003cli\u003eCreditor protection using insurance products\u003c\/li\u003e\n\u003cli\u003eThe impact of the passive income rules and other private corporation tax changes on life insurance planning\u003c\/li\u003e\n\u003cli\u003eCommentary regarding the transfer of insurance policies between corporations and shareholders\u003c\/li\u003e\n\u003cli\u003eNew case studies and important new court cases\u003c\/li\u003e\n\u003cli\u003eCommentary in different chapters concerning the impact of changing personal tax rates and dividend tax rates on insurance and tax planning\u003c\/li\u003e\n\u003cli\u003eThe impact of recent Budget changes on corporate-owned life insurance and capital dividend account planning\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"Scorpio Bookstore","offers":[{"title":"New","offer_id":44318413094971,"sku":"SLQVDN-6330","price":258.95,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0369\/1895\/1995\/files\/1790620152228X63N9X37NKV9Z33QVD2P.png?v=1790620197","url":"https:\/\/www.scorpiobookstore.com\/products\/pre-order-approx-4-6-business-days-estate-planning-with-life-insurance-10th-edition-by-steve-meldrum-10096998-0003-afab3","provider":"Scorpio Bookstore","version":"1.0","type":"link"}