A good financial planner should acknowledge that they have absolutely no control of the markets. However, taxes are completely controllable, and having a corporation is a powerful tool that allows professionals to control their tax bill. The Incorporated Professional reads like an investment and financial planning guide to incorporation. Using a mix of personal observations, real-life examples, and strategy evaluations, this book guides the professional along their path to using their corporation in the most efficient way.
Some topics explored within include:
* Why Incorporate?
* Investing Inside Your Corporation
* Valuing Permanent Insurance On The Holistic Corporate Balance Sheet
* Alternative strategies: IPPs, RCAs, Capital Gains Strip
* Active vs. Passive Management
* Pulling It All Together: Your Financial Plan
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