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beyond MD with Dr. Yatin Chadha
beyond MD bridges the gap between medical training and financial literacy.
Led by mid-career Canadian radiologist, Yatin Chadha, beyond MD empowers practicing physicians, medical trainees, and other professionals to build confidence and clarity around money.
Episodes feature interviews with subject experts to help listeners gain knowledge around topics like professional corporations, investing, insurance, pensions, real estate, trusts, and estate planning.
Yatin also frequently interviews his own colleagues to shed light on valuable life and money lessons learned over time.
Tune in to beyond MD (episodes are bi-weekly) to build your financial acumen and live your best life today.
beyond MD with Dr. Yatin Chadha
Holding Companies with Ali Spinner
Ali Spinner (CPA, CA, TEP) is back! The topic today is Holding Companies.
Ali is a partner in tax at Crowe Soberman LLP & has more than 20 years of experience in personal and corporate tax matters.
Ali can be reached at Alexandra.spinner@crowesoberman.com
We discuss:
- Holding company - what is it, rationale (5:00)
- Rationale for protecting investments/assets from medical liability (8:45)
- Homes with 2 professional corps, when to set up (11:00)
- HoldCo set up, transfer of $ from operating company to HoldCo (14:00)
- Lifetime capital gains exemption/LCGE (20:13)
- Tax on passive/split income, TOPI/TOSI (26:15)
- Surplus stripping (30:02)
- Investing in collectibles (40:17)
- Rental properties (42:04)
- HoldCo downsides/costs (45:58)
Reach out anytime on LinkedIn, Instagram (@beyond.md), or beyondmdpodcast@gmail.com