The three tests most owners never run on their corporate structure — with Greg Rozdeba and corporate lawyer Karol Pawlina.
30 minutes with Greg Rozdeba · No obligation · Free
Corporate Structure Audit Kit — book by Friday, September 25 at 11:59 PM ET and it comes with your session: the 10-Point Corporate Structure Checklist and an introduction to the right person if a test needs one. The session itself stays free after Friday.
Incorporation protects you from the business. It doesn't protect the surplus sitting inside it. Why the time to separate it is before anything goes wrong — never after.
Past $50,000 of passive income, the small business deduction starts to grind. A $2M portfolio walked through the math — about $12,000 a year, and more as it grows.
The lifetime capital gains exemption only applies to qualifying shares, and qualification looks back before the sale. How two near-identical sales ended ≈$341,000 apart.
Thirty minutes with Greg Rozdeba. If your structure is already right, he'll tell you in the first ten minutes. If a test needs a closer look, he introduces you to the right person — Karol for the legal side, or a tax partner, a CPA or tax planner depending on your file. No product, no pitch.
Book by Friday, September 25 at 11:59 PM ET for the
Corporate Structure Audit Kit — a real deadline, not a timer.
The session stays free —
book the next open slot.
Educational only. Dundas Wealth and Pawlina Law do not provide tax, legal or insurance advice in this recording, and watching it does not create a lawyer-client or advisory relationship. All figures are illustrative and vary by province, profits and share history.
