Putting a pipeline plan to work for you

Death and taxes are the only certainties of life! A pipeline plan is a post-mortem tax plan used to extract the surplus from the corporation at the lowest available tax rates. The plan in effect reduces the taxes payable on death by getting the accrued gains on the shares taxed at the capital gain rates instead of deemed dividend rate.

We will work with your lawyers to ensure that the wills include a clause that enables the successful implementation of this plan.