We specialize in assisting and implementing solutions for business owners (high net-worth and self-employed professionals) to more prudently manage and plan the evolution and conversion of their business assets into personal and estate wealth.
Our Team provides a holistic approach, taking into consideration the ability to effectively shelter income at the corporate level, reduce taxes on personal income and defer or eliminate tax on investments and creditor-proof assets.
The types of planning we work with Business Owners to explore are:
- Individual Pension Plans (IPP)
- Business Valuation
- Succession Planning
- Withdrawing Corporate Money Tax Efficiently
- Growing Retained Earnings Tax Efficiently
- Retirement Compensation Agreements (RCA)
Contact us if you would like to learn if one of these strategies can help reduce your tax bill and increase your personal after-tax dollars.