Oct
20
11:00 AM11:00

How to protect your Corporate Assets, Business and Estate

COURSE DESCRIPTION

The new reality of corporate taxation on passive assets has come into full effect for business owners; and the expenses and taxation of small businesses will continue to increase over time.  

Many business owners should ask themselves the following questions:

  1. What can a business owner do to protect their earnings; from liability and from increasing taxes? 

  2. What are some of the most efficient corporate structures available to allow for flexibility and tax efficiency?

  3. Should I review the current corporate structure I have in place and is it the most appropriate?

Join us on this call to explore what are some considerations when exploring to maximize and multiply the Capital Gains Exemption

  • How to defer the most amount of tax as possible?

  • What strategies can exponentially increase pre-tax returns?

  • What is the role of the purification of operating companies?

  • What are the new rules of money inside a corporation?

LEARNING OBJECTIVES:

  • Understand the basics of corporate taxation

  • Protect your HOLDCO assets and reduce liability

  • Learn about how your family could greatly benefit from the Capital Gains Exemption

PRESENTER

Max Britos, B.SC, CFP, IA

Max Britos is a Certified Financial Planner and Investment Advisor with RBC Dominion Securities and has enjoyed working with successful business owners over 14 years in the industry.  Max’s ROI for his business owner clients is well into the double digits when it comes to tax planning and tax deferral.  Max brings a high level of professionalism through transparency and constantly advocating for his clients whether it comes to taxation, planning, and investments.

DISCLAIMER

Filming and Photography may take place, please read our Notice for Filming and Photography for further information.


View Event →