Tax Smart Investing for Business Owners

Business owners are always trying to minimize their taxes, and tax laws are continually changing. Tax smart investing allows business owners to ensure that they are making the best use of tax laws to grow their investments tax effectively.

More specifically, topics covered will include:

• The unique challenges faced by business owners
• Tax effective investment strategies for holding companies
• The tax advantages of corporate class funds for corporations
• Using life insurance to minimize passive income and grow assets on a tax deferred basis
• Using Personal Pension Plans to pass on wealth to the next generation, have a fully creditor proof source of retirement income, and save significantly more than possible with RRSPs.

Target Audience

This webinar will be of most interest to tax practitioners & accountants, practicing independently or in small to medium sized firms, as well as financial advisors with an advanced level of understanding of topics related to business owners.

Speaker: Tina Tehranchian, BA, MA, CLU, CFP, CHFC, CIM, MFA-PTM