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Case Studies

Anonymized Insight Accounting CPA client engagement outcomes.

Case Studies

Case Study — Dr. Y (Ontario Orthodontist): Practice Acquisition Through Holdco Structure Saves $85K on $2.4M Purchase
ByBader A. Chowdry, CPA, CA, LPA July 19, 2026July 20, 2026

Engagement summary: Ontario orthodontist acquiring an established $2.4M orthodontic practice from a retiring vendor. Insight designed a Holdco + Dental Professional Corporation acquisition structure that funded the deal through a…

Read More Case Study — Dr. Y (Ontario Orthodontist): Practice Acquisition Through Holdco Structure Saves $85K on $2.4M Purchase
Case Studies

Case Study — Dr. X (Ontario Family Physician): MPC + Section 85 Rollover of Practice Assets Saves $47K First-Year Deferred Tax
ByBader A. Chowdry, CPA, CA, LPA July 19, 2026July 20, 2026

Engagement summary: Ontario family physician, mid-career, with $520,000 net annual billing under a sole-proprietor GST/HST-exempt medical practice. Insight structured an MPC, filed CPSO Certificate of Authorization, rolled practice assets under…

Read More Case Study — Dr. X (Ontario Family Physician): MPC + Section 85 Rollover of Practice Assets Saves $47K First-Year Deferred Tax

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