Corporate Tax, Estate Planning & Generational Asset Transfer - Corporate Plan Financial
Owning a corporation creates opportunities for tax advantage investing and estate enhancement. There are a number of tax–advantaged strategies for withdrawing cash from your company and transferring assets to your estate. You may be able to dramatically increase the cash you transfer out of your business during your lifetime and ultimately to your estate. We’ll work with you to identify which of these are appropriate for you and for your business. We will then create a plan tailored to your company’s cash flow and investments and to your personal goals.