Investment growth changes the discussion

As a corporate portfolio grows, investment income and capital structure can create tax considerations that should be monitored with the accountant or tax specialist. The rules and outcomes depend on the company’s specific circumstances.

Tax should not be the only objective

A decision may appear tax-efficient while creating too little liquidity, too much concentration or a poor fit with the owner’s horizon. After-tax return matters, but so does the future use of the capital.

Coordinate before restructuring

Transfers between corporations, investments, corporate insurance and retirement strategies can interact. Implementation should be validated with authorized professionals who understand the full structure.

General information only. Tax, legal and regulated strategies should be validated with the appropriate professionals and properly authorized representatives for your circumstances.

Frequently asked questions

Why involve the accountant or tax specialist?

Because the consequences depend on the type of income, corporate structure and company circumstances.

Does this website replace tax advice?

No. The content is general and any tax strategy should be validated with the appropriate professionals.