a fresh perspective on the value of compliance and will make you rethink its role.
After the success of our Premier Income Tax Course that we offered in July 2019, we are excited to announce our next course: Business Assurance. This is not a workshop or a masterclass. It is a full-blown, hands-on course. I share everything you need to know below. The course will take you from a beginner to…
Did you know? Recently, a number of Financial Planners have contacted me regarding planning for Healthcare Practitioners. Their questions included: A doctor wants to explore options to reduce his tax liability. Can he register a Private Company? If so, would this be tax-efficient? A family member of the Healthcare Practitioner wants to invest in her…
What happens when a policy funding a Buy and Sell Agreement does not pay out? Have you ever considered this scenario? A well-structured buy and sell arrangement, policies in place, valuations in place… and then, a shareholder passes away, and the claim is repudiated. I never considered this, until I was asked a question: “What…