How does tax planning preserve wealth for business owners and incorporated professionals such as dentists?

For business owners, medical professionals and other types of incorporated professionals, taxation is frequently the single largest lifetime expense, and much of it is within their control. Working alongside your accountant, we address the decisions that carry the greatest consequence:

  • the optimal balance of salary and dividends
  • the investment of surplus capital held within your corporation
  • income splitting with family members, within current legislation
  • family trusts and holding company structures
  • the timing of income across the years surrounding retirement