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Tag:
succession planning
The Business Owner’s Financial Journey: An Accountant’s Guide
October 23, 2025
A comprehensive, critical guide for accountants on the Business Owner's Financial Journey. This framework goes beyond conventional wisdom to enable…
IFA-Enhanced Estate Equalization: An Accountant’s Guide
October 3, 2025
Discover how to use an Immediate Financing Arrangement (IFA) to fund a life insurance policy for estate equalization, allowing your…
Is Your Wealth Trapped in Your Company? You Can Unlock It, Tax-Free
July 30, 2025
A guide for business owners on how the IFA-enhanced CDA strategy can unlock trapped corporate wealth. Learn how to access…
If an IFA Frees Up Capital, Why Doesn’t Every Business Owner Have One?
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…
What is an IFA? An Overview for Canadian 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…