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Tag:
tax planning
A Doctor’s Guide to the Medicus Pension Plan: 7 Questions to Ask
November 5, 2025
A due diligence guide for doctors considering the Medicus Pension Plan. Here are the 7 critical questions you must ask…
Medicus vs. IPP vs. CIRP vs. RCA: An Accountant’s Guide
October 31, 2025
An accountant's guide to the Medicus Pension Plan, IPP, and CIRP for incorporated professionals. This resource provides a strategic framework…
An IFA for the DIY Investor: A Guide to Your 3 Key Roles
October 29, 2025
Are you a DIY investor considering an Immediate Financing Arrangement (IFA)? This guide outlines the 3 critical roles you must…
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…
An In-Depth Glossary of Immediate Financing Arrangement (IFA) Terms
October 15, 2025
A comprehensive glossary defining the key terms and concepts at the heart of every Immediate Financing Arrangement (IFA), from foundational…
3 Signs an IFA Might Be Right for You (And 3 Signs It Isn’t)
October 13, 2025
An Immediate Financing Arrangement (IFA) is a powerful but complex strategy. How do you know if it’s right for you?…
The Top 3 Misconceptions About Immediate Financing Arrangements
October 11, 2025
Move beyond the marketing hype to deconstruct the three most critical and costly misconceptions about the Immediate Financing Arrangement (IFA),…
5 Questions to Ask Before Starting an Immediate Financing Arrangement (IFA)
October 9, 2025
The Immediate Financing Arrangement (IFA) is a powerful but complex strategy. Before committing, it's crucial to ask the right questions…
Unwinding an IFA: What Are the Options for an Early Exit?
October 7, 2025
An essential guide for accountants on the strategic options for an early exit from an Immediate Financing Arrangement (IFA). This…
IFA-Enhanced Philanthropy: A Research Companion for Accountants
October 5, 2025
A research companion for accountants on combining an IFA with strategic philanthropy to amplify client impact, create new assets, and…
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