Business Owners

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:

  1. Individual Pension Plans (IPP)
  2. Business Valuation
  3. Succession Planning
  4. Withdrawing Corporate Money Tax Efficiently
  5. Growing Retained Earnings Tax Efficiently
  6. 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.