COLI (Corporate-Owned Life Insurance) - Page 2 of 3

Abstract 3D rendering of a flowing, fabric-like structure in shades of rich plum and lilac, dotted with glowing particles, representing an IFA, a complex and sophisticated financial asset.

August 19, 2025

A deep dive for Canadian accountants on the common pitfalls of Immediate Financing Arrangements (IFAs). This guide moves beyond the…

A macro photo showing the reinforced selvage edge of a textile, with a tight grey and gold weave protecting the main plum-colored fabric, symbolizing a strong legal framework.

August 13, 2025

A guide for Canadian legal professionals on their role as the "Advocate" in a client's Immediate Financing Arrangement (IFA). Learn…

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 ink wash and line art in Taxevity colors, showing a fusion of Rich Plum organic forms with a precise Honey Gold geometric matrix, symbolizing strategic interest deductibility for physicians' medical professional corporations.

July 22, 2025

Incorporated Physicians: This companion (mid-2025) explores how your MPC can deduct interest on loans for practice needs or investment portfolios.…

July 19, 2025

Canadian business owners & incorporated professionals: Learn how your corporation can deduct interest on loans used for business operations or…

An abstract architectural schematic of an intricate, interlocking gear system in gold and plum, representing a well-run business engine.

July 7, 2025

An IFA promises to unlock capital tied up in corporate-owned life insurance, but it's not a standard strategy for every…

An abstract architectural schematic of a geometric DNA helix in gold and plum, representing precision, life, and legacy planning.

July 6, 2025

If you're a physician who has heard about the Immediate Financing Arrangement (IFA) and thought it sounded "too good to…

An abstract architectural schematic of a complex, balanced kinetic sculpture in gold and plum, representing financial equilibrium and risk management.

July 2, 2025

As a trusted advisor, your successful clients will eventually ask about the Immediate Financing Arrangement (IFA). This guide helps you…

Abstract digital art of a luminous waterfall of light, representing capital, flowing seamlessly into a sleek, dark basin. This visualizes the efficient process of an Immediate Financing Arrangement for business owners.

June 25, 2025

For Canadian business owners, an Immediate Financing Arrangement (IFA) solves a key capital dilemma. Discover how this powerful strategy lets…

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