IS THIS FOR YOU?
A good fit if…
Your corporation is profitable
And you want to keep more of what it earns.
You're leaving money in the company
We plan how and when to take it out.
A big decision is coming
A purchase, a sale, or retirement.
COMMON QUESTIONS
Questions about this service
When should planning happen?
Before your year-end, not after. Once the year closes, most of the useful options are gone.
What is the small business deduction?
A lower tax rate on the first $500,000 of active business income for Canadian-controlled private corporations. Passive investment income and associated companies can reduce it.
Should I set up a holding company?
It can help protect assets and plan for the future, but it adds cost and complexity. We weigh both for your situation.