CDA (Capital Dividend Account) - Taxevity Insurance

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

October 23, 2025

A comprehensive, critical guide for accountants on the Business Owner's Financial Journey. This framework goes beyond conventional wisdom to enable…

Abstract macro photo of a water droplet creating glowing ripples in rich plum and gold, symbolizing the multiplier effect of combining an Immediate Financing Arrangement (IFA) with strategic philanthropy.

October 5, 2025

A research companion for accountants on combining an IFA with strategic philanthropy to amplify client impact, create new assets, and…

A minimalist sculpture of a marble balancing scale. On one side is an intricate model of a building, representing an illiquid family business. On the other is a glowing sphere, representing the liquid capital from an IFA-funded insurance policy, creating perfect equity.

October 3, 2025

Discover how to use an Immediate Financing Arrangement (IFA) to fund a life insurance policy for estate equalization, allowing your…

An isometric 3D landscape depicting two financial strategies, with upward-growing plum-colored crystals symbolizing wealth accumulation (IFA) on one side, and a serene, silver river representing retirement income (IRP) on the other.

September 14, 2025

A detailed comparison for Canadian accountants of the Immediate Financing Arrangement (IFA) and the Insured Retirement Plan (IRP). Learn the…

A close-up photograph of a secure constrictor knot in rich plum and grey, tightly binding multiple threads together to represent an accountant's role in ensuring financial compliance and security.

August 9, 2025

A guide for Canadian accountants on their role within a client's Core Advisory Team for an Immediate Financing Arrangement (IFA).…

A faceted crystal sphere in shades of plum, representing a physician's investment portfolio, is illuminated to cast a clear geometric pattern, symbolizing the resolution of a hidden financial blind spot.

August 5, 2025

A guide for physicians on a common financial blind spot: the tax on Medical Professional Corporation (MPC) shares at death.…

A spherical geode with a matte grey exterior is cracked open, revealing a glowing core of rich plum-colored crystals, symbolizing trapped corporate wealth being unlocked.

July 30, 2025

A guide for business owners on how the IFA-enhanced CDA strategy can unlock trapped corporate wealth. Learn how to access…

An architectural crystal structure resembling a blueprint, symbolizing a wealth advisor's role in designing a balanced investment portfolio with capital unlocked by the IFA-enhanced CDA strategy.

July 28, 2025

A comprehensive guide for wealth advisors on the IFA-enhanced CDA strategy. Learn how this powerful tool can unlock trapped corporate…

An abstract image of interlocking, geometric crystalline strands in shades of plum, representing the complex synergy of the IFA-Enhanced CDA corporate tax strategy.

July 23, 2025

Unlock trapped corporate capital and access tax-free wealth extraction with the IFA-Enhanced CDA strategy. This approach combines corporate-owned life insurance…

Abstract image for IFA tax efficiency, featuring a green sapling with an upward swirl of light particles, symbolizing financial growth and strategic structuring for physicians.

May 24, 2025

Unlock the tax advantages of an Immediate Financing Arrangement (IFA) for your medical practice. Part 4 of our Taxevity series,…

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