Ep 3 Keys To The Vault with Whitney Hammond & Kelly Ross

Should I incorporate?


Accountants are telling their clients not to incorporate without understand the bigger picture of their financial situation and wealth trajectory. But it’s a very personal decision that depends on your end goals.

From a financial planning AND accounting point of view, Whitney Hammond & Kelly Ross break it down:

  • what is the end goal ? what is going to happen with this company ? are the growth projections there ?

  • Sometimes reorganizations can be more costly in the future

  • Why you need to understand RETAINED EARNINGS. It’s GOLD.

  • What is a section 85 rollover

Some accountants just to tax compliance - but when you sit down with someone like Kelly Ross, she has the brain to look at the bigger picture and optimize using wealth building strategies.


Whitney Hammond