Lifetime tax planning
Start with the question
on your mind.
Your corporation. Your savings. Your family.
See how one decision connects to the years ahead.
Questions to start with
Should I set up a family trust?
How much should I take out of my corporation?
Should I pay myself salary, dividends, or both?
Can I pay my spouse or children a salary?
Should I invest inside my corporation or take the money out?
Should I delay CPP, OAS, or both?
Which account should I take money from first?
Which investment account should I put money into first?
Also worth asking.
- Is it time to incorporate?
- RRSP or TFSA: which makes more sense for me?
- Are my investments in the right accounts?
- Will my business sale qualify for the capital gains exemption?
- How much of a business sale could our family keep?
- Shares or assets: what would I keep from a sale?
- Can I retire before my pensions start?
- Could taking money out reduce my OAS pension?
- Can I help my child buy a home and still retire comfortably?
- How much of my corporate wealth will reach my family?
What would this
mean for you?
Bring the question. We’ll help you see how it fits into your lifetime tax plan.
Start a conversation