Planning

Helping you plan for success

Helping you plan for success

The communities we serve have grown due to your commitment as a business owner. Whether you are starting a business, operating a successful business, or considering leaving the business, Unity Credit Union has the professionals to help answer your questions. If you have asked yourself any of the following questions below: we can help guide you in the right direction.

  • I have a business idea, but where do I start?
  • Do I want to expand my business to meet demand?
  • What are the pros and cons of incorporating my business?
  • Is there a smarter way to receive dividends from my company?
  • How do we create equality for our children if only one of them wants to carry on the business?
  • What are the tax implications of selling or dissolving my business?
  • Are there strategies out there to ultimately eliminate tax liabilities?
  • How do I get income from the farm and still transfer it to my children/grandchildren?

Did you know, that by properly structuring your business (typically with corporate structure), you can gain better tax treatment, utilize tax strategies, mitigate potential loss due to lawsuits, multiply capital gains exemptions and pass money along to trust beneficiaries. Although there are a number of things to consider, please consult with your financial advisor and/or your accountant prior to making any decisions. Please contact us for more information.

 

Find Branch/ATM

Enter address, postal code or branch name

CREATE A BROCHURE

For more information on the Products and Services offered at the Unity Credit Union

Click Here