Closing the Information Gap

We publish our deep work to turn complex knowledge into actionable insights—designed specifically for independent advisors and the private clients we serve.
Cinematic view of a modern library archive with organized binders in gold and plum, symbolizing Taxevity's structured educational curriculum.
A 3D render of a translucent plum-colored cube, symbolizing the Medicus Pension Plan, revealing complex golden gears inside, representing the hidden trade-offs and questions to ask.

A Doctor’s Guide to the Medicus Pension Plan: 7 Questions to Ask

A due diligence guide for doctors considering the Medicus Pension Plan. Here are the 7 critical questions you must ask the plan administrator about guarantees, costs, risks, and estate value before joining.

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Abstract 3D render of four distinct financial mechanisms in a glass case, representing a comparison of corporate retirement plans for accountants.

Medicus vs. IPP vs. CIRP vs. RCA: An Accountant’s Guide

An accountant’s guide to the Medicus Pension Plan, IPP, and CIRP for incorporated professionals. This resource provides a strategic framework for advising clients.

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An abstract 3D render of a central rich plum gear connecting three other gears, symbolizing the DIY investor as the integrator for their IFA 'A-Team'.

An IFA for the DIY Investor: A Guide to Your 3 Key Roles

Are you a DIY investor considering an Immediate Financing Arrangement (IFA)? This guide outlines the 3 critical roles you must master as your own Wealth Advisor: ensuring tax-deductibility, meticulous record-keeping, and acting as the “Integrator.”

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Abstract 3D render of a geological cross-section with six distinct layers, representing the stages of the corporate financial lifecycle for accountants.

The Business Owner’s Financial Journey: An Accountant’s Guide

A comprehensive, critical guide for accountants on the Business Owner’s Financial Journey. This framework goes beyond conventional wisdom to enable more insightful conversations about corporate wealth.

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A collection of beautifully crafted wood, stone, and metal blocks, each engraved with an abstract symbol, representing the foundational terms in this IFA glossary.

An In-Depth Glossary of Immediate Financing Arrangement (IFA) Terms

A comprehensive glossary defining the key terms and concepts at the heart of every Immediate Financing Arrangement (IFA), from foundational principles and core financial instruments to critical tax and risk management terminology.

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A minimalist image of a single stone pathway splitting into two distinct paths, symbolizing the strategic choice of whether an IFA is the right financial journey for you.

3 Signs an IFA Might Be Right for You (And 3 Signs It Isn’t)

An Immediate Financing Arrangement (IFA) is a powerful but complex strategy. How do you know if it’s right for you? This article explores 3 signs an IFA might be a good fit for your financial goals, and 3 signs it might not be.

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A faceted crystal revealing a complex clockwork mechanism inside, symbolizing the hidden complexity of an Immediate Financing Arrangement (IFA) and debunking common misconceptions about the strategy.

The Top 3 Misconceptions About Immediate Financing Arrangements

Move beyond the marketing hype to deconstruct the three most critical and costly misconceptions about the Immediate Financing Arrangement (IFA), covering its legitimacy, ideal candidate profile, and conditional tax benefits.

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An elegant, gold magnifying glass closely examining an intricate financial blueprint, symbolizing the critical due diligence and questions to ask before starting an Immediate Financing Arrangement (IFA).

5 Questions to Ask Before Starting an Immediate Financing Arrangement (IFA)

The Immediate Financing Arrangement (IFA) is a powerful but complex strategy. Before committing, it’s crucial to ask the right questions about how it works, if it’s a fit for you, and what the real risks and benefits are.

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Abstract image of an illuminated but fractured glass pathway forking in a dark, complex space, symbolizing the difficult strategic choices when unwinding an Immediate Financing Arrangement (IFA).

Unwinding an IFA: What Are the Options for an Early Exit?

An essential guide for accountants on the strategic options for an early exit from an Immediate Financing Arrangement (IFA). This article details the four pathways to unwind an IFA, analyzes the critical tax consequences, and explains how to avoid a catastrophic “double tax event”.

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