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Archive for category: Key person

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Capital Dividend Account

February 1, 2017/in Blog, Business Owners, Capital dividend account, Key person, Life Insurance, Shareholders /by Charter Wealth

The Capital Dividend Account (CDA) is a special corporate tax account which gives shareholders designated capital dividends, tax-free.

Talk to us to see if this makes sense for you.

Read more
https://secureservercdn.net/45.40.146.28/186.ba7.myftpupload.com/wp-content/uploads/2017/02/Understanding_the_Capital_Dividend_Account_CDA_1.jpg?time=1610992046 1584 1224 Charter Wealth http://charterwealth.com/wp-content/uploads/2017/04/charterWealth.jpg Charter Wealth2017-02-01 15:04:082017-02-27 19:05:38Capital Dividend Account

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About Gordon Malic

Gordon Malic has been offering clients financial advice since 1987. He is a certified financial planner, investment advisor and vice president/private client division at Mackie Research Capital. He is also the founder of Charter Wealth Management Inc., which is a company focused on providing risk management and investment strategies to owners and managers of private and public companies.

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