Private Corporations

Use these resources to help enter, manage, and present private corporations information to your clients.

Videos 1

Video
Using Private Corporations in NaviPlan

Topics Covered:

  • Private Corporations’ effects on personal planning.
  • Establishing share structure, historical data, fund transfers, and dividend distributions for private corporations.

Functional Documents 1

Functional Document
Private Corporations: Assumptions and Effects

Topics Covered:

  • Assumptions made in NaviPlan about private corporations.
  • How private corporations affect net worth in NaviPlan.
  • Funding specific goals using private corporations.
  • Effects of private corporations on asset allocation profiles.
  • Modifying private corporation information for Recommended and Alternative plans.

Quick Reference Guides 1

QRG
Adding Private Corporations in NaviPlan

Topics Covered:

  • Gathering the necessary information on your clients' private corporation and where to add it in NaviPlan.