IFA (Immediate Financing Arrangement) - Page 4 of 6

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August 7, 2025

An Immediate Financing Arrangement (IFA) is a powerful but complex strategy. Its success doesn't just depend on the insurance policy…

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 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 key in gold and plum, representing unlocking financial potential.

July 8, 2025

If the Immediate Financing Arrangement (IFA) is such a powerful strategy, why isn't it for everyone? We provide a straightforward…

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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…

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July 6, 2025

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

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