Smart Tax Strategies for Businesses: Save More, Keep More
About this Event
SMART BUSINESS OWNERS
BUILD STRATEGIES. CREATE LEGACY.
What if your business could do more than generate income?
As a business owner, you work hard to build your business—but are you making the most of the wealth your business creates?
Join us for an educational and thought-provoking session designed specifically for business owners, entrepreneurs and incorporated professionals who want to explore a different way of thinking about business, wealth and the future.
CURRENT THINKING → NEW THINKING
Many business owners focus on making more.
New thinking asks: How can you make more AND keep more, protect more and build more for the future?
During this session, we'll explore important questions such as:
💰 How can you utilize corporate dollars strategically—potentially creating more than one use for the same dollar?
🌱 How can you build a business that can support more than one generation?
🏢 How can you turn your business into a valuable asset rather than having all your wealth tied to your ability to work in the business?
⏳ How can you plan for tax deferral and greater flexibility over time?
📊 How can you build tax-advantaged and taxable wealth at the same time?
10% • 3 RULES • 3 GOALS
We'll also explore a simple framework for business owners to think about:
10% — Creating a habit of setting aside a portion of retained earnings for long-term wealth planning.
3 RULES — Compounding • Risk • Tax
3 GOALS — Income Protection • Income Replacement • Generational Wealth
THIS SESSION IS FOR YOU IF YOU ARE:
✔ A Business Owner
✔ An Entrepreneur
✔ An Incorporated Professional
✔ A Family Business Owner
✔ A Self-Employed Professional
✔ Planning for Retirement or Business Succession
✔ Interested in Building Long-Term Wealth
✔ Thinking About the Financial Future of Your Family
Come learn, ask questions and discover a new way of thinking about business, wealth and legacy.
BUILD THE BUSINESS.
PROTECT THE WEALTH.
CREATE THE LEGACY.
This is an educational session and is not tax, accounting or legal advice. Individual financial, investment, insurance, estate and tax-planning strategies depend on individual circumstances and should be reviewed with the appropriate licensed or qualified professional.
Agenda
🕑: 04:00 PM - 04:30 PM
Meet & Greet + Networking
🕑: 04:30 PM - 06:30 PM
Business Strategies Session + Interactive Q&A
🕑: 06:30 PM - 07:00 PM
Pizza, Soft Drinks
Where is it happening?
Event Location & Nearby Stays:
CAD 20.00
