COURSE DESCRIPTION

Navigate the tips and traps when it comes to being a business owner in Calgary. Hear from a tax & estate professional that will guide you and your family through best practices and explore the practical side of protecting your business.                               

PRESENTER

Jos Herman, BComm, CPA, CA, CFP, TEP, Director of Wealth, Tax & Estate Planning, Resources & Solutions Professional Corporation

 At her firm, Resources & Solutions Professional Corporation, Jos provides wealth, tax, and estate planning consultation to individuals, business owners, and professionals. She provides independent private business solutions focused on tax concepts, navigating tax-efficient investment and insurance strategies, asset protection, and philanthropy.

Jos is a proud member of the:

• Canadian Association of Gift Planners

• Canadian Tax Foundation

And other organizations focused on helping Canadians with wealth, estate, and tax solutions.

Her breadth of industry knowledge and wealth planning solutions has been a valuable asset to clients and their businesses.

Weren’t able to attend this event? Check out our recorded session!