Insights

Clear thinking on tax, structure, and wealth.

Practical guidance written by our advisors — no jargon, no hype. Every piece carries a named, credentialed byline, because who is telling you matters.

Guide · Corporate Tax

Featured guide

What to do with retained earnings in your professional corporation

The questions every newly-incorporated professional should understand — tax deferral versus elimination, compensation, investing, and an eventual sale — explained in plain language.

Willow Jarquin

Willow Jarquin, Tax StrategyAssociate, Tax Minimization · 7 min read

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Guide · Corporate Tax

Corporate Tax

Salary or dividends? Understanding how money leaves your corporation

Why there's no universal answer — and the trade-offs that decide the right blend for you.

Tara Downs Rocchetti

Tara Downs Rocchetti, CFP®

Guide · Exit Planning

Exit Planning

The Lifetime Capital Gains Exemption: what to understand before a sale

The shelter that can make a business sale tax-efficient — and why timing is the whole game.

Marcio Armando

Marcio Armando, RFP®, RFC®

Note · Investing

Investing

Passive investment income inside a corporation

Active versus passive income, why the difference matters, and how it can touch a future sale.

Richard Da Costa

Richard Da Costa, Research & Strategy

Guide · First-Gen Wealth

First-Gen Wealth

You just had your first $500K year. Now what?

A calm framework for first-generation wealth — and permission to slow down.

Samuel Chujor

Samuel Chujor, MSc

PREC Planning

Should you incorporate? A realtor's guide to the PREC decision

When a Personal Real Estate Corporation pays off — and when it doesn't.

Marcio Armando

Marcio Armando, RFP®, RFC®

The brief

A short, useful note — a few times a year.

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