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.

Explore Concepts

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

Corporate Tax Planning with the CDA

Saturday, February 28, 2026

We’ll briefly discuss: • How CDA works at a strategic level • Where planning opportunities typically arise • How it connects to retirement and long-term liquidity If this is relevant to you, you’re welcome to register below: 👉 https://forms.gle/sFhbnGHmPFoUGmpR9

Past Session

Webinar on Feb. 14 2:00 P.M EST Corporate Tax Planning with the CDA

We’ll briefly discuss: • How CDA works at a strategic level • Where planning opportunities typically arise • How it connects to retirement and long-term liquidity If this is relevant to you, you’re welcome to register below:

Feb 14, 2026