Articles tagged "Tax Optimization"

3 articles covering tax optimization for incorporated business owners.

English

• The Compounding Tax Bomb Case Study | Estate Freeze & Purification

  Case study: $53-61M tax bill at death. Purification and estate freeze save ~$7M. Quebec/Ontario incorporated owner. Illustrative. Request structure review.

  Jan 24, 2026

• Maximizing Estate Value Case Study | Corporate Life Insurance Strategy

  Case study: strategic asset transfer + corporate life insurance. $1.4M lifetime tax savings, $5.7M estate benefit = $7.1M total. Quebec & Ontario. Illustrative.

  Jan 25, 2026

• Wealth Preservation Through Key Person Life Insurance | Wealth Creation vs Preservation

  Case study: UL preserves $1.16M vs Term-15's $500K. Extraction costs exceed 55% tax. Wealth creation vs preservation. Quebec & Ontario. Illustrative. Request review.

  Jan 27, 2026

← All topics · All articles