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Corporate Tax Planning Using Life Insurance

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Avalon Accounting

In this video, Joe explains how one particular type of insurance can be used as a tool within your corporation to reduce tax, increase value, and get access to retained earnings.

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CONTENTS OF THIS VIDEO

00:40 Introduction to Life Insurance
01:16 Investing Inside an Insurance Policy
02:38 When a Corporation Owns an Insurance Policy
03:24 Using Cash Values
04:11 The “CDA” credit
04:34 So What Does That Mean for You (and Your Business)?

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MENTIONED IN THIS VIDEO

► For More Tax Planning Tips and Tricks
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