Building a Legacy: How to Transfer Corporate Wealth Tax-Efficiently

Schedule

Tue Nov 25 2025 at 05:00 pm to 07:00 pm

UTC-05:00

Location

Courtyard by Marriott Hamilton | Hamilton, ON

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An Exclusive Information Session for Incorporated Professionals and Entrepreneurs
About this Event

Building a Legacy: How to Transfer Corporate Wealth Tax-Efficiently

Come join us at the Courtyard by Marriott Hamilton for an insightful evening on what to do with your accumulated surplus earnings within your corporation.

Join us for an in-depth session with leading expert in tax law and estate planning who will share practical strategies to help you preserve, protect, and transfer your corporate wealth.


You will walk away this:

  • How to access and deploy corporate surplus tax-efficiently
  • Proven strategies to transition wealth from your corporation to your family or next generation
  • The latest opportunities in corporate life insurance and estate planning
  • Key tax updates and common pitfalls to avoid



Who Should Attend

  • Incorporated professionals and entrepreneurs with retained earnings
  • Business owners seeking to enhance intergenerational wealth transfer
  • Anyone interested in maximizing the value of their corporate structure



Agenda

🕑: 05:00 PM - 05:30 PM
Registration

Info: Upon registration, please join us for open networking, a glass of wine and some hors d'oeuvres


🕑: 05:30 PM - 06:30 PM
Presentation
🕑: 06:30 PM - 07:00 PM
Open Discussion
🕑: 07:00 PM - 07:00 PM
Evening Ends
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Where is it happening?

Courtyard by Marriott Hamilton, 1224 Upper James Street, Hamilton, Canada

Event Location & Nearby Stays:

Tickets

CAD 0.00

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