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accounting

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Michael Louie accounting CPA family office

Accountant advances to sweet spot: ‘family office that fits within CPA firm’

Michael Louie evolves to serve wealthy families and their complex business needs from inside Vancouver’s D&H Group

September 5, 2024
Fundamentals

wealth accounting family office

‘Wealthy families don’t tolerate lack of confidence or expertise’: Jamie Herman

Partner at Fruitman Kates on the benefits of an accounting background in serving his UHNW clients who have $100 million-plus

January 23, 2024
Fundamentals

small business dividends salary

Business owners, how should you pay yourself this year?

Choosing a compensation plan means looking at taxes, of course, but also your savings strategy and even proximity to retirement

February 21, 2023
Commentary

Business owners, you can – and likely should – be growing your corporate savings

Cash can be invested in stocks, funds or real estate and grow inside the corporation just like in other investment accounts

February 24, 2022
Commentary

Business owners, don’t neglect your CDA account – it’s a beautiful thing

It keeps track of the cash your corporation can pay out as a tax-free capital dividend

October 29, 2021
Commentary

A life insurance strategy that frees up cash for other investments

The Immediate Financing Arrangement is a useful tactic for individuals or business owners

October 19, 2021
Commentary

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