SAMIR STASI

Certified Financial Planner

Business Succession Planning

Every business-owning individual needs to consider who will take over the business in the event of disability, retirement or death. Few small business owners actually have a succession plan. As a certified Financial Planner, I can help you be ready for that time of the life of your business and can help explain the tax consequences of each decision.

The objectives are generally twofold: to minimize tax upon succession, and to defer as much tax as possible into the future. Tax is triggered in one of two ways: on the actual sale of the business or when there is a "deemed disposition."

Entrepreneurs and Small Business Owners are one of our main client groups. We work together to develop and implement a solid personal financial plan that will help them achieve their personal financial goals in reflection to their business. Many business owners realize the importance of structuring their personal affairs in a way that will not be affected if their business is faced with difficulties. On the course of my work, I cover important areas like estate planning, insurance & tax minimization strategies as well as succession planning. I am sure you agree that these are very important areas to consider, especially for self employed individuals.

Planning For Entrepreneurs and Small Business Owners…

Tax strategies for Small Business Owners

If you currently own a small business, you're well aware of the work it takes to run a successful operation. Often, long hours are just part of the job. So, while it can be difficult to find the time to examine the tax issues that affect your business, a review of your business' tax situation could be one of the best "investments" you make. The reason is simple - small business owners have greater flexibility in structuring their affairs to save taxes than a typical employee, and the long- and short-term tax savings can be significant.

Small business owners are a major force in today's economy. We are committed to help them structure their business, the best way they can. For more information complete the form below and click the "Submit" button.

Timely

Trusted

Advice...

Small Business owner

with no pension plan?

No problem,

we can help...

Predictable income guaranteed not to decrease no matter how investments perform

Sustainable income that will last for your life and the life of your spouse

tax-efficient income when held in a non-registered contract

Benifits that help ensure the smooth transition of your estate

Potential creditor protection

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	*** Estate Freeze.
	*** Creditors Protection.
	*** Succession Planning.