Tax-Efficient Investment Strategies
There are a number of tax-efficient investment strategies available to business owners utilizing monies that may exposed to a high level of tax within their operating company or holding company. These strategies allow businesses to accumulate cash tax-deferred and may even allow access to the cash on a tax-preferred basis.
- Retirement Compensation Arrangements (RCA)
- Individual Pension Plan (IPP)
- Capital Class Investments
- Tax Deferred Insurance
- Corporate Estate Bond
Every unique situation requires a unique solution. We take the time to get to know our clients and ensure that any strategy implemented makes good investment and business sense.