You built the company.
Why give away over 50% just to access your own money?
That's the challenge many successful business owners face.
The money grows inside the corporation.
But when it's time to take it out...
Salary and dividends can come with a significant tax cost.
Fortunately, there are other conversations worth having.
One of them starts with a discussion on the Capital Dividend Account (CDA).
With the right CDA planning, you can create a tax-exempt pipeline to convert corporate money into personal money and transfer family wealth more cost and tax-efficiently into your family's hands.
Most business owners have never been shown how it works.
If you own a corporation and want to explore more tax-efficient ways to extract wealth, send me a DM.
I'd be happy to sit down with you and your professional advisors.
There's never a meter running. Just a conversation that could change the way you think about your corporate wealth.
Less Tax. More Legacy.
📞 Mark Halpern, CFP, TEP, MFA-P 416-871-4357 | [email protected]
📞 Reuben Menzelefsky, CFP – 647-740-3898 | [email protected]
