31
March 2016

Business Tax and Wealth Strategies

Status: Advanced registration is now closed. Please email Emma Talbott at [email protected] if you are interested in being registered.
Date: Thursday, March 31, 2016
Time: 1:30 PM-2:00 PM: Registration
2:00 PM-4:00 PM: Business Tax and Wealth Strategies - LIVE
Location: Small Business BC 54 - 601 West Cordova Street Waterfront Station Vancouver, BC V6B 1G1 and Webinar
Presenter: Jack Fournier – HollisWealth – Scotia Capital
Kian Ghanei – HollisWealth – Scotia Capital

Scott Larson – Lohn Caulder LLP
Kelly Lohn – Lohn Caulder LLP
Credit: 4 Informal Professional Development Hours (PDH)
Cost: Early Bird Price Engineers and Geoscientists BC Member: Business Tax and Wealth Strategies - LIVE : $45.00 + GST = $47.25 until Mar 17, 2016
Business Tax and Wealth Strategies - Webcast : $45.00 + GST = $47.25 until Mar 17, 2016

Engineers and Geoscientists BC Member and EIT/GIT Regular Price: Business Tax and Wealth Strategies - LIVE : $55.00 + GST = $57.75
Business Tax and Wealth Strategies - Webcast : $55.00 + GST = $57.75

Non-Member Price: Business Tax and Wealth Strategies - LIVE : $55.00 + GST = $57.75
Business Tax and Wealth Strategies - Webcast : $55.00 + GST = $57.75

Student Member Price: Business Tax and Wealth Strategies - LIVE : $27.50 + GST = $28.88
Business Tax and Wealth Strategies - Webcast : $27.50 + GST = $28.88
Please Note: *A minimum number of registrations are needed by March 17, 2016 to proceed with this seminar. Please register early to avoid cancellation.
**All prices are subject to applicable taxes.
Contact: Emma Talbott | Professional Development Coordinator
Direct: 604.412.4880
Toll Free: 1.888.430.8035 ext.4880
Fax: 604.639.8180
Email: [email protected]
Are you running a small business? Are you thinking about starting a small business? It is essential that you equip yourself with the fundamental financial knowledge required to running a financially efficient business.

This workshop will offer insight into important small business financial management essentials.
  • Managing liabilities, risks and ensuring continuity of your business
  • The decision to incorporate
  • Business Financial Management & income tax planning
  • Managing growth of business assets
  • Shareholders, Partners and Business succession planning
  • Understanding the legal framework of various business structures

Outline

Part One: Introduction to Small Business Planning
  •     Overview of Common Business Structures and Taxation
  •     Decision to Incorporate and General Guidelines
  •     Overview of Taxation
Part Two: Wealth Accumulation & Succession
  •     Wealth Accumulation & Tax Efficient Strategies
  •     Shareholder Agreements & Business Succession
Part Three: Business Financial Management
  •     Legal Considerations
  •     Risk Management
  •     Employee Benefits

Presenters

 Jack Fournier – HollisWealth – Scotia Capital
 

Jack graduated from UBC in 1983 with a degree in Geology. Over the last 20 years, and with a passion for numbers and analysis, Jack has been working with individuals and business owners in optimizing financial management, retirement income and succession planning.
 
Kian Ghanei – HollisWealth – Scotia Capital
 
Kian graduated from UBC in 2003 with a specialization in Finance and immediately began his career as a wealth advisor and financial educator. A Certified Financial Planner, Kian advises clients on comprehensive wealth management with a focus on investment management, tax minimization and estate planning.
 
Scott Larson – Lohn Caulder LLP
 
Scott joined Lohn Caulder LLP in 2004 following the completion of his studies in Financial Management at the Langara College School of Management. He advises clients on a variety of matters including personal, corporate and trust income tax as well as estate planning and corporate restructuring.

Kelly Lohn – Lohn Caulder LLP
 
Kelly is a 3rd generation Vancouverite and received a Chartered Accountant designation in 1974. Started the firm Lohn Caulder LLP in 1978 and is the managing partner. Kelly specializes in taxation and related financial planning and is also a former lecturer at the School of Chartered Accountants.

View the full listing of events sponsored and organized by other groups.
Contact Professional Development
Email: [email protected]
Phone: 604.430.8035
Toll-free: 1.888.430.8035
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Presentations for Post-Secondary Students
Andrea Michaud
Email: [email protected]
Phone: 604.412.4860
 
Presentations for High School Students
Chelsea Smith
Email: [email protected]
Phone: 604.412.4892
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