August 9, 2025A guide for Canadian accountants on their role within a client's Core Advisory Team for an Immediate Financing Arrangement (IFA).…- August 7, 2025An Immediate Financing Arrangement (IFA) is a powerful but complex strategy. Its success doesn't just depend on the insurance policy…
- August 5, 2025A guide for physicians on a common financial blind spot: the tax on Medical Professional Corporation (MPC) shares at death.…
- July 30, 2025A guide for business owners on how the IFA-enhanced CDA strategy can unlock trapped corporate wealth. Learn how to access…
July 28, 2025A comprehensive guide for wealth advisors on the IFA-enhanced CDA strategy. Learn how this powerful tool can unlock trapped corporate…- July 23, 2025Unlock trapped corporate capital and access tax-free wealth extraction with the IFA-Enhanced CDA strategy. This approach combines corporate-owned life insurance…
July 22, 2025Incorporated Physicians: This companion (mid-2025) explores how your MPC can deduct interest on loans for practice needs or investment portfolios.…- July 19, 2025Canadian business owners & incorporated professionals: Learn how your corporation can deduct interest on loans used for business operations or…
July 8, 2025If the Immediate Financing Arrangement (IFA) is such a powerful strategy, why isn't it for everyone? We provide a straightforward…
July 7, 2025An IFA promises to unlock capital tied up in corporate-owned life insurance, but it's not a standard strategy for every…
