Bayside Associates

Description

Given the potential complexity of your business structure and your potential tax exposure we will assist you in showing you how to provide the funds necessary to buy out partners at death and how to fund the tax liability associated with your business, revenue property, recreational property and any other growing concern. We will also help with the transition of a family business from one generation to the next and will show you how to provide the cash necessary to equalize your estate.

At Bayside Associates we provide a full range of financial services to the corporate sector and individuals alike. We will show planning solutions to professional executives and business owners that will enhance and protect their wealth. When it comes to business, tax and estate planning we believe in reality based planning not theoretical planning. We help successful business owners identify concerns that many of them don’t even know they have. Simply put you don’t know what you don’t know.

Time: 1:30 p.m. - 2:30 p.m. Topic: Identifying Pitfalls Today Should Your Business Become Successful Tomorrow Presented by: Kevin Galandy, President- Bayside Associates Objectives- how to plan for your future success, helping business owners develop a road map to their future success, identifying situations that can hurt a business that proper planning can take care of, how to incorporate your business in Alberta and the value this has for you as an Alberta Business Owner Session Description: This session will act as a starters guide to starting a business in Alberta.

A benefit plan is definitely not a "one size fits all" solution. A group benefit plan can take on many different forms depending on the size of the group, the objectives of the plan sponsor and the benefit plan budget. The characteristics and requirements of each group must be thoroughly analyzed and reviewed so that the benefit plan matches the objectives of the plan sponsor. Our goal is to provide clients with access to a wide range of group benefit programs which are suitable to their specific situation, while helping to manage rising costs.

Suppose you were thinking about transitioning out of your business in the next few months, or even in a few years from now. Would you know where or how to start the process? Most business owners do not know the answer to that question. As a result, between 50% to 70% of all privately held businesses that are in play, fail to sell.

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