Joe welcomes Matt Holmes (CPA, Director at Holmes CPAs & Tax Advisors) to the show. They take a deep dive into the often-overlooked realm of succession planning. Joe and Matt share a poignant case where the absence of a contingency plan resulted in a less-than-optimal sale for the family due to the owner's passing. They provide invaluable insights into the strategic considerations and pitfalls that entrepreneurs should be aware of, making it an essential listen for anyone navigating the complexities of selling or transitioning their business. Read the full show notes and find more information here: <a href= "https://www.retirementplanningsimplified.ca/blog">EP 72 Show Notes</a>

Joe welcomes Matt Holmes (CPA, Director at Holmes CPAs & Tax Advisors) to the show. They take a deep dive into the often-overlooked realm of succession planning. Joe and Matt share a poignant case where the absence of a contingency plan resulted in a less-than-optimal sale for the family due to the owner's passing. They provide invaluable insights into the strategic considerations and pitfalls that entrepreneurs should be aware of, making it an essential listen for anyone navigating the complexities of selling or transitioning their business. Read the full show notes and find more information here: EP 72 Show Notes

Joe welcomes Matt Holmes (CPA, Director at Holmes CPAs &amp; Tax Advisors) to the show. They take a deep dive into the often-overlooked realm of succession planning. Joe and Matt share a poignant case where the absence of a contingency plan resulted in a less-than-optimal sale for the family due to the owner's passing. They provide invaluable insights into the strategic considerations and pitfalls that entrepreneurs should be aware of, making it an essential listen for anyone navigating the complexities of selling or transitioning their business. Read the full show notes and find more information here: <a href="https://www.retirementplanningsimplified.ca/blog" rel="noopener noreferrer">EP 72 Show Notes</a>

EP #72: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 with Matt Holmes

Welcome to the Retirement Planning Simplified Podcast.
Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work.

Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love.

You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.

Business

Education

Self-Improvement

Investing

Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love. You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.

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EP #72: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 with Matt Holmes

EP #72: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 with Matt Holmes

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