ANDREW FEINDEL, CFA, CFP, CLU, CIM, CSWP, FCSI, FMA, CSA, HBA, is Senior Vice President and Investment Advisor at Richardson GMP. He is a graduate of the Richard Ivey School of Business and the Stockholm School of Economics. He is a Chartered Financial Analyst and Certified Financial Planner.
Kickstart your corporation: the incorporated professional’s financial planning coach Ebook
A good financial planner should acknowledge that they have absolutely no control of the markets. However, taxes are completely controllable, and having a corporation is a powerful tool that allows professionals to control their tax bill. The Incorporated Professional reads like an investment and financial planning guide to incorporation. Using a mix of personal observations, real-life examples, and strategy evaluations, this book guides the professional along their path to using their corporation in the most efficient way. Some topics explored within include: Why Incorporate? Investing Inside Your Corporation Valuing Permanent Insurance On The Holistic Corporate Balance Sheet Alternative strategies: IPPs, RCAs, Capital Gains Strip Active vs. Passive Management Pulling It All Together: Your Financial Plan
Year | 2021 |
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Format | Ebook |
Author |
Andrew Feindel |
Publisher |
John Wiley |