99 Financial Inc.
Knowledge Center

How We Think About
Long-Term Corporate Planning

The resources below are designed to help business owners understand the long-term implications of corporate wealth, taxation, liquidity, and planning decisions — before solutions are discussed.

Foundational Articles

Core principles of corporate financial planning, taxation, and wealth structure design.

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Planning Concepts & Frameworks

Breakdowns of specific strategies like Corporate Par, CDA, and IFA, explaining how they work in practice.

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In-Depth Guides (PDF)

Comprehensive whitepapers and downloadable guides for detailed study and reference.

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Frequently Asked Questions

Answers to common questions about structures, risks, implementation processes, and eligibility.

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Events & Sessions

Strategic Planning Session
Upcoming Session

Quarterly Strategy Review

Monday, June 15, 2026

An upcoming session about strategy.

Past Session

Tax Efficiency Workshop

A review of tax strategies for the upcoming fiscal year.

Nov 10, 2025

Past Session

Estate Planning Deep Dive

Exploring advanced estate planning techniques.

Sep 5, 2025

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