Taxes and the Incorporated Professional

It is no secret many of the wealthiest Canadians use the small business tax rate to reduce their own tax bills.  However, even though they may have good accounting advice, most incorporated professionals are not fully taking advantage of their holding company or trust.

Join us over lunch or dinner to learn how incorporated professionals can take full advantage.   RSVP to Clint Anderson by email This email address is being protected from spambots. You need JavaScript enabled to view it. or phone at 250.412.3499.

Tax Managed Investing for Your Holding Company

Learn:

  • Why incorporated professionals should avoid RRSPs
  • How to take tax deferral to the next level:  100% tax deferral on your investment gains in your holding company
  • How much of a difference 100% deferral can make
  • Why the tax benefits of a simple portfolio of tax-managed mutual funds can outweigh any benefits of owning individual stocks or bonds.

Presented by Doug Ransom, CFP, CIM®.   Doug Ransom is an Investment Advisor with iA Securities who has a strategic focus of helping business owners and incorporated professionals grow their investments tax efficiently.

 
 

Lunch Session:  Taxes and The Incorporated Professional

Meal: Complimentary

Date: Friday  April 29th , 2016

Time:  12:00PM to 1:15 PM

Location:  Moxies Restaurant. 1010 Yates Street, Victoria, BC

Dinner Session:  Taxes and the Incorporated Professional

Meal: Complimentary

Date: Thursday  April 21st, 2016

Time:  6:15PM to 7:45 PM

Location:  Moxies Restaurant. 1010 Yates Street, Victoria, BC