Professionals · Strategies
Tax planning that survives contact with your accountant
We do not replace your tax advisor — we bring structure to the decisions that sit between planning, investing and insurance, then work through them with your accountant.
Common areas of work
Compensation mix
Salary and dividends reviewed against room, benefits and cash needs.
Surplus strategy
What to do with retained earnings beyond leaving them idle.
Insurance-based planning
Corporately held policies where they genuinely fit.
Exit planning
Preparing the corporation for a sale or wind-down.
Coordinate the plan
Bring your accountant into the conversation and we will build around it.
Information on this page is general in nature. Recommendations depend on your circumstances and may involve coordination with other licensed professionals.