We empower small business owners to fully utilize their business structures, harness their tax planning opportunities and implement time-tested plans that lead to a productive retirement and enduring wealth using our Strategic Business Advantage™ (SBA) process.
Find out if our Strategic Business Advantage™ program is right for your corporation by asking yourself the following questions outlined below in steps 1 through 4:
Does my existing business structure reflect current and future needs?
Am I maximizing income splitting opportunities?
Would my shares be eligible for the lifetime capital gains exemption if sold?
Is there a need for a Holding Company?
Is there a need for a Trust (inter-vivos or testamentary)?
Has a review been conducted recently by my corporation’s accountant and /or lawyer?
Has the optimization of my salary/dividend mix been reviewed?
Is there a need for Income splitting through my corporation?
Is there passive income earned on assets held in the corporation? If so, is there a strategy to reduce income tax on income earned on business assets?
Is there a plan for the effective use of my Capital Dividend Account?
Is there a need for succession planning (e.g. family business, corporation or farm)?
Is there a need to utilize the capital gains exemption on the potential sale of my shares?
Has there been a review of the risk management areas of the owners and key personnel of the business?
This may include:
Have any strategies been implemented to create wealth inside the corporation?
This may include:
| Review Business Structure |
Create Tax Efficiency |
Address Risk Management Planning |
Implement Wealth Management Strategies |
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