30
April 2019

Business Wealth Accumulating Strategies

Status: This seminar has been postponed. A new date is to be announced.
Date: Tuesday, April 30, 2019
Time: 8:30 AM9:00 AM: Registration
9:00 AM
10:30 AM: Business Wealth Accumulating Strategies - LIVE and WEB
Location: Vancouver, BC and Webinar
Presenter: Kian Ghanei
Director, Private Client Group
Portfolio Manager
Credit:   1.5 Informal Professional Development Hours (PDH)
Cost: Early Bird Price Engineers and Geoscientists BC Member: Business Wealth Accumulating Strategies - LIVE : $49.00 + GST = $51.45 until Apr 16, 2019
Business Wealth Accumulating Strategies - Webcast : $49.00 + GST = $51.45 until Apr 16, 2019

Engineers and Geoscientists BC Member and EIT/GIT Regular Price: Business Wealth Accumulating Strategies - LIVE : $59.00 + GST = $61.95
Business Wealth Accumulating Strategies - Webcast : $59.00 + GST = $61.95

Non-Member Price: Business Wealth Accumulating Strategies - LIVE : $59.00 + GST = $61.95
Business Wealth Accumulating Strategies - Webcast : $59.00 + GST = $61.95

Student Member Price: Business Wealth Accumulating Strategies - LIVE : $29.50 + GST = $30.98
Business Wealth Accumulating Strategies - Webcast : $29.50 + GST = $30.98
Please Note: *A minimum number of registrations are needed by April 16, 2019 to proceed with this seminar. Please register early to avoid cancellation.
**All prices are subject to applicable taxes.
Contact: Emma Talbott | Diversity Outreach Coordinator
Direct: 604.412.4880
Toll Free: 1.888.430.8035 ext.4880
Fax: 604.639.8180
Email: [email protected]
This workshop is intended for incorporated professional looking to smart and tax-effective strategies accumulate savings and wealth inside their business. This workshop will offer insight into important information surrounding wealth accumulation and estate maximization for business owners and will include:
Review of passive income tax rules – NEW*
  • The classification of income and its’ implied taxation
  • Punitive taxes on passive income inside your corporation
Common mistakes of business owners when accumulating wealth inside the business
  • The appetite for short-term savings and cash equivalents.
  • Complete disregard to passive income tax rules
Individual Pension Plans
  • Key features of an IPP
  • Its’ popularity in recent years
  • Pros and Cons
  • The process involved in obtaining and managing an IPP
Tax Deferral and Tax Exemption Opportunities
  • The unlikely source of wealth accumulation
  • Tax sheltered growth of life insurance
  • Tax exempt distribution to your estate
Tax friendly accounts worth considering
  • Are TFSAs a viable option?
  • Split-Dollar Insurance Policies – A great way to protect yourself and your business

Speaker

Kian Ghanei

Director, Private Client Group
Portfolio Manager

Kian is a UBC Finance graduate who is passionate about keeping a balance between work, family and community. He is a Partner at Caerus Private Wealth and a Portfolio Manager working with the affluent community and small business owners. He also holds a Certified Financial Planning designation and has spent over 15 years advocating financial literacy alongside groups including Metro Vancouver, City of Barnaby, District of West Van, City of Coquitlam and more. Aside from work, he loves to spend time with his growing family and is actively involved in various non-profit and charitable organizations.




 

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