Add Owner / Shareholder
add_ownerAdd an owner, shareholder, or partner to enable salary/dividend planning, income splitting analysis, and LCGE planning. Capture ownership, role, salary, dividends, and family status.
Instructions
Add an owner, shareholder, or partner to the business profile. I need this for salary/dividend planning, income splitting analysis, and LCGE planning.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Owner's name | |
| role | No | Role (e.g., Director/Shareholder, Partner, Officer) | Director/Shareholder |
| annual_salary | No | Annual salary if they are paid one ($) | |
| takes_dividends | No | Receives dividends from the corporation? | |
| is_family_member | No | Is this person a family member of another owner? | |
| ownership_percent | Yes | Ownership percentage (0-100) | |
| active_in_business | No | Actively works in the business? |