@emilymantlecpa

There’s a point where “low tax every year” stops being the right goal. If you own a corporation with passive investments, refundable taxes, and growing retained earnings, the real question becomes: Which tax are you paying, and when? This is a conceptual case study showing how refundable corporate tax works, why age and timing change the analysis, and how estate tax exposure quietly builds if nothing is done. Advanced planning. Not one-size-fits-all. #tax #canadian #smallbusiness #investing #corporate

♬ original sound - Emily Mantle, CPA, CA