Service
Practical planning for corporate cash, salary, dividends, shareholder loans, and major transactions.
Tax planning works best before decisions are final. We help business owners evaluate how to withdraw funds, manage instalments, time purchases and dividends, and coordinate corporate and personal consequences.
Planning may include owner compensation, shareholder loans, capital purchases, and transaction timing. Advice is most useful before money moves or a transaction closes, not after the year is over. Specific strategies are reviewed against current rules before we recommend them.
FAQs about Corporate Tax Planning & Owner Compensation
Yes. Planning may include owner compensation, instalments, cash withdrawals, shareholder loans, capital purchases, dividends and transaction timing. Advice is most useful before money moves or a transaction closes, not after the year is over.
Request a paid consultationSalary and dividends have different effects on personal tax, CPP, RRSP room, payroll obligations and corporate accounts. Many owners use one or both. We make the recommendation based on the company’s income, your cash needs and longer-term objectives.
Request a paid consultationYou can move money, but it must be recorded and supported correctly — as salary, dividend, reimbursement, repayment or shareholder loan. Unplanned withdrawals can create personal tax, payroll or shareholder-loan issues. Ask before making a large or unusual transfer.
Request a paid consultationPersonal expenses are generally not deductible simply because the corporation pays them. They may need to be charged to the shareholder, treated as compensation or reported as a taxable benefit. Keep business and personal spending separate and document any mixed-use costs.
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Tell us what is changing in your business or organization and we will find the right approach together.
Common questions are answered in our FAQWe review every new inquiry before offering a meeting, so we can confirm fit, scope, and whether the discussion involves billable professional advice.
Request a Planning ConsultationResponse as quickly as possible during business hours. No appointment is booked by submitting.
