AGENT LICENSE NUMBER
M15001399 | FSRAO #12685
Joyce Plummer

Joyce Plummer

Mortgage Agent Level II


Address:
GTA & Surround, Toronto, Ontario M1A 2C9
AGENT LICENSE NUMBER
M15001399 | FSRAO #12685

Unlocking the Power of Tax Savings: Capital Gains Surplus Strip 💰

Jan 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!

 

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