I am a Financial Advisor that has clients that need to compare investing from current retained earnings they have accumulated ( are currently accumulating) in a small INCORPORATED business versus taking the money out the corporation and investing outside the corporation.
I am looking to show this simply using excel and I would like to be able to make changes as needed using macros.
The person hired would need to demonstrate a clear understanding of the current Canadian taxation rates for both business and personal situations. They would also need to demonstrate they are able to use macros in excel.
Corporate assets that need to be compared
1)Corporate real estate
3) Capital gains
5) Insurance policies corporate borrowing versus shareholder borrowing.
6) Split-dollar CI insurance
7) Individual pension plan
8) Retirement compensation arrangements
1) RRSP investing comparing different investment returns with current capital and future contributions,
2) TFSA comparing different rates of returns
3) Non-Registered investments with different rates of returns
4) Home purchase
6) Personal real-estate investing
I am attaching samples of what is needed. ( this is a sample and does not take into account what is needed for the proposed project)
Hours to be determined
Less than 1 month< 1 monthProject LengthDuration
I am willing to pay higher rates for the most experienced freelancers