Here’s what smart business owners do? #yogeshsheta #immunisfinancials #canadianfinance

Here’s what smart business owners do:

✅ Plan recapture timing around dividend or RDTOH recovery
✅ Use HoldCo/PropCo structuring
✅ Align with estate freeze or pipeline planning
✅ Manage CCA claims proactively

If your passive income crosses $50K…
You’re back in Tax Trap #1: The Passive Income Grind.

I am Yogesh Sheta, your trusted Canadian financial advisor specializing in corporate insurance, tax strategies, estate solutions, and succession planning.

I help dentists, business owners, incorporated professionals, and high-net-worth families simplify complex financial decisions and protect their legacy.

On this channel, you’ll learn about:

Corporate-owned life insurance strategies
Succession & estate planning (trusts, estate freezes, shareholder agreements)
Corporate structuring & holding companies for tax efficiency
Risk management & practice-specific strategies for dentists and entrepreneurs

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Видео Here’s what smart business owners do? #yogeshsheta #immunisfinancials #canadianfinance канала Yogesh Sheta