Business · Tax-aware planning
Tax-aware planning, done with your accountant
We do not provide tax advice. We do build strategies that are tax-aware, document the reasoning, and put them in front of your accountant before anything is implemented.
Where structure matters most
Compensation
Salary and dividend mix, and the downstream effect on registered room and corporate tax.
Passive investment income
How corporate investment income can affect access to the small business deduction.
Policy ownership
Corporate versus personal ownership of insurance, and the consequences of each.
Holding structures
Whether a holding company is already in place and what role it plays.
Charitable giving
Corporate versus personal donation strategies.
Exit tax
Anticipating the tax event when the business is sold or transferred.
Bring your accountant into the room
The best outcomes come from a joint conversation, not two separate ones.
Investco Financial is not an accounting firm and does not provide tax advice or file tax returns. All strategies must be reviewed and confirmed by your own tax professional.