How Can Restructuring Help You Save Thousands in Taxes?
As a business owner, taxes can reduce a significant portion of your earnings— sometimes more than necessary. Imagine saving up to 30% annually simply by restructuring your business. Many businesses miss out on these savings because they aren’t using the right corporate structures, leaving their profits and assets vulnerable to disproportionate taxes and risks.
Why do you need it?
Corporate restructuring isn’t just for big companies, it’s for any business owner looking to save on taxes and protect their hard-earned wealth. Here’s how it can work for you:
- Shield profits with a Holding Company (HoldCo): A HoldCo can own share in your operating company and receive distributed profits. This keeps earnings safe from operational risks and offers opportunities for tax deferral, dividend splitting, and long-term growth.
- Protect daily operations with an Operating Company (OpCo): Your main business activities can stay in an OpCo while excess profits are moved elsewhere, minimizing exposure to lawsuits or creditors.
- Save taxes with a Family Trust: Trusts allow you to allocate income to family members in lower tax brackets, reducing your overall tax burden. They also allow for flexible asset distribution, ensuring wealth grows across generations.
How we can help:
At WiseInvest™, we specialize in corporate restructuring strategies to:
- Maximize your tax savings.
- Protect your profits from operational risks.
- Create tailored structures using OpCo, HoldCo, and Family Trusts.
- Plan for long-term wealth growth and secure your financial legacy.
Take Control of Your Earnings Today
Don’t let unnecessary taxes drain your profits. Contact WiseInvest™ today to learn how restructuring can save you money and protect your assets. Let’s design a tax-saving strategy that keeps more of your earnings where they belong—with you and your family.
Our Process
UNDERSTANDING YOUR NEEDS
Discovery Phase
We start by listening, getting to know your goals, challenges, and opportunities. This is where we lay the foundation for a strategy that truly fits you.
1
DESIGNING A TAOLORED PLAN
Planning Phase
With a clear picture of your needs, we craft a customized plan designed to grow, protect, and transfer your wealth efficiently.
2
BRINGING THE PLAN TO LIFE
Implementation Phase
We put the strategy into action, ensuring everything is executed smoothly and effectively. We're with you every step of the way.
3
STAYING ON TRACK
Review Phase
Life changes, and so should your plan. We conduct regular reviews to adjust and refine your strategy, keeping you on course toward your financial goals.