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.

Download Guides

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

You Built the Business. Have You Planned How the Wealth Will Come Out?

Sunday, June 28, 2026

1. Introduction 2. The Challenge Many Business Owners Face 3. Four Areas Often Overlooked 4. A Real Business Owner Example 5. Corporate Wealth Health Check Join Our Online Meeting Scan the QR code to register.

Past Session

Quarterly Strategy Review

An upcoming session about strategy.

Feb 28, 2026

Past Session

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: 👉 https://forms.gle/sFhbnGHmPFoUGmpR9

Feb 28, 2026