Program

Corporate Wealth Clarity

Understand the levers inside your corporation before anyone sells you a structure: salary versus dividends, retained earnings, corporate investing, and how to keep personal and corporate goals in one plan.

What you will walk away with

  • Understand salary vs dividend trade-offs in plain terms
  • Know what retained earnings can and cannot do for you
  • See how corporate investing is taxed differently
  • Ask your accountant sharper questions

Curriculum

  1. 01Your corporation as a toolWhat incorporation actually changes.
  2. 02Compensation strategySalary, dividends, and the mix in between.
  3. 03Retained earningsHolding money in the company: pros, costs, traps.
  4. 04Corporate investingPassive income rules and the small business limit.
  5. 05Business continuityWhat happens if an owner is gone tomorrow.
  6. 06Exit and transferSelling, succession, and getting money out.

Topics inside this program

Each topic has its own lesson page: what it covers, how the payout works, a real-world example and a rule-of-thumb formula.