Compoundfork
For incorporated owners

Corporate & trust planning

Track real corporations, then branch into the structures that sit around them — holdco, family trust, estate freeze, how you pay yourself. Same engine, more of the map.

Tools

Run the numbers on this structure.

Explainers

Plain answers that sit next to the models.

Model your corporations

Track one corporation or several, each with real revenue, expenses, and actual corporate tax — not a guess. Mark one as a holding company and link others to it if that's how your structure actually works.

What this models, honestly: active business income (revenue minus expenses) taxed at real 2026 federal and provincial rates, including the small business deduction and its passive-income clawback above $50,000. It doesn't model RDTOH (refundable tax on investment income), capital dividend accounts, or inter-corporate dividend flow between linked companies yet — those are real mechanics a holding structure eventually needs, just not built here yet. When "associated" is checked, passive income is pooled across the whole group before computing the clawback (a real CRA rule — Adjusted Aggregate Investment Income is measured at the group level, not per company), and the federal $500,000 limit is split across every associated company; each company's own province's limit is shared only with other associated companies in that same province.

Want to see what you can actually pay yourself from this, split between salary and dividends?

Salary vs. dividends, with the real trade-offs →

New to holding companies? What a holding company actually does →

More in corporate & trust planning
Family Trusts · Structure Flow Map · Associated Corporations · Foreign Affiliate Reporting · Corp vs. Personal Investing · Estate Freeze Calculator