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