30
October 2019

Business Wealth Accumulating Strategies

Please Note
This course has been changed to webinar only.
Status: Advanced registration is now closed. Please email Tasha Booth at [email protected] if you are interested attending.
Date: Wednesday, October 30, 2019
Time: 9:30 AM–10:00 AM: Registration
10:00 AM–11:30 AM: Business Wealth Accumulating Strategies webinar
Location: Webinar
Presenter: Kian Ghanei, B. Comm, CFP, CIM
Credit: 1.5 Informal Professional Development Hours (PDH)
Cost: Early Bird Price Engineers and Geoscientists BC Member: $49.00 + GST = $51.45 until Oct 16, 2019

Engineers and Geoscientists BC Member and EIT/GIT Regular Price: $59.00 + GST = $61.95

Non-Member Price: $59.00 + GST = $61.95

Student Member Price: $29.50 + GST = $30.98
Please Note: *A minimum number of registrations are needed by October 16, 2019 to proceed with this seminar. Please register early to avoid cancellation.
**All prices are subject to applicable taxes.
Contact: Tasha Booth | Professional Development Coordinator
Direct: 604.558.6653
Toll Free: 1.888.430.8035 ext.6653
Email: [email protected]
This workshop is intended for incorporated professionals looking for smart and tax-effective strategies to 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:

Outline

  • 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

Presenter

Kian Ghanei

Director, Private Client Group - Portfolio Manager
Caerus Private Wealth, Holliswealth

A Portfolio Manager and a Certified Financial Planner, Kian is passionate about finance and works closely with professional and business owners across Canada. He is a partner at Caerus Private Wealth and has spent over 15 years advocating financial literacy alongside groups including Metro Vancouver, City of Burnaby, District of West Vancouver, 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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Email: [email protected]
Phone: 604.430.8035
Toll-free: 1.888.430.8035
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Phone: 604.412.4860
 
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Phone: 604.412.4892