AGENT LICENSE ID
M15001399 | FSRAO #12685
Joyce Plummer
Mortgage Agent Level II
Office:
Phone:
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GTA & Surround, Toronto, Ontario, M1A 2C9
Unlocking the Power of Tax Savings: Capital Gains Surplus Strip 💰
1/9/2025



Looking for a smart way to extract retained earnings from your business at a lower tax rate? The Capital Gains Surplus Strip might be the strategy you need!
Here’s the scoop:
🔹 Convert what would typically be taxable dividends into capital gains, which are taxed at a lower rate.
🔹 Potentially save BIG on taxes while accessing your business’s surplus.
💡 Why it matters:
Capital gains are 66% taxable, compared to dividends, which are fully taxable. That’s a win for your wallet!
⚠️ Heads up!
This strategy requires careful planning and professional advice to ensure compliance with tax laws. Always consult a tax expert before diving in.
👩💼💡 Interested in learning how this strategy could work for you? Send me a DM or book a consultation today!
