your business as a tax planning tool
Your Resources
Thanks for taking the time to sit down with us. The strategies we covered, individual pension plans, corporate asset transfers, and health spending accounts, can each play a role in turning your business into a more deliberate part of your tax and wealth plan.
Below are the materials from our conversation. Review them at your own pace, or share them with your accountant or other advisors as you weigh next steps.
The presentation
The full deck from Use your business as a tax planning tool, covering all three strategies in the context we discussed them.
One-Pagers
Individual pension plans (IPP)
How an IPP can build retirement savings beyond what an RRSP alone allows, and the type of business owner it tends to suit.
Corporate asset transfers
How assets held inside a corporation can be restructured as part of a broader tax and succession strategy.
Health spending accounts (HSA)
How an HSA lets a business cover health and dental costs in a tax-efficient way, for owners and employees.