Tax Strategies and Succession Planning for Business Owners!

Slides:



Advertisements
Similar presentations
D3 Financial Counselors What we do for our Clients.
Advertisements

Aims & Objectives: To inform Business Owners about the tax planning opportunities available to themselves with regards to inheritance tax and the transfer.
Acct 310 Accounting Review Part I Rick Hayes, Ph.D., CPA California State University L.A.
REI ETUTOR Exclusive – Buyer’s List Secret. REI eTutor As a real estate investor your buyer’s list is one of your most valuable assets. If you have already.
Creating A Strong Financial Plan LOGO Phone # & URL FPO.
1 Careers in the Investments Industry II: Financial Planning Private Wealth Management Winter 2012 Personal Finance: Another Perspective.
Michael Consiglio Store: Work: Cell:
BEYOND THE BUZZWORDS. EAP – 2004 Vision Insurance Optional Life Insurance Boot Allowance Veterans Day.
Kristine KoehlerRebecca Swain Coordinator, Office of Student LifeGraduate Assistant
Time for a Change on the Family Farm Oklahoma State University National Extension Risk Management Conference March 26-27, 2003 J.C. Hobbs, Area Extension.
A v Protecting your business with holistic retirement advice Name: Title:
Careers in Financial Planning MONEY MATTERS Copyright © Texas Education Agency, All rights reserved Financial Planning Careers.
Some Major Legal Aspects of Real Estate Investment Using the Law and Lawyers to Maximize your Benefit and Minimize your Risk Eduardo R. Arista, CPA, Esq.
Business Administration & Management Mr. Bernstein Financial Advisors and Financial Planners June 1, 2015.
FOR BROKER/DEALER AND GENERAL AGENT USE ONLY.1 Dynasty Trust Analysis (GSTT Planning Strategies) Maximizing Family Wealth and Avoiding Transfer Tax for.
Attorney Financial Advisor CPA Insurance Specialist Business Owner.
Take Charge and Reach Your Goals. Estate Planning What is an Estate Plan? A good estate plan: more than just a will – Coordinates how investments and.
Accounting 11 UNIT 2 Business Transactions September 2011.
Tuesday, September 3 rd,2013 3:15 to 4:15 pm, Aztec Mesa 101.
Member FINRA/SIPC Name Title Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone.
SWITCH-DOLLAR © Copyright 2003All Rights Reserved.by The Weinberg Group, Inc. The Weinberg Group.
What Do I Do Now? “What financial planners are saying” June 1, 2009.
How to Sign Up to Use the L13 - Computer Lab Prepared by Katherine Powell 4/2009.
WORK. You’ll probably spend at least 1/3 of your life at work … maybe 1/2.
Date: 21 JUNE 2005 (TUE) Time: 2.00pm -3.30pm Venue:L3-4 (Block B: Library) Presents Interested? Please register at PSYCHOLOGY & LEARNING CENTER Contact.
FINANCIAL PLANNING FOR THE ART OF MEDICINE Presented by: Lissa M. Benton Financial Services Professional Property & Casualty Broker.
0 Glencoe Accounting Unit 4 Chapter 18 Copyright © by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 18, Section 2 Adjusting Supplies, Prepaid.
Tuesday, Janurary 22nd. Club Introduction & Information Goals for Semester Comments, Suggestions, & Recommendations My Contact Info Upcoming Events Mentorship.
Chapter 18: The Practice of Financial Planning Chapter 18 The Practice of Financial Planning.
Retirement and Tax Planning for the Self-Employed.
Writing Plan for Routine E- Mails and Memos Subject line. Summarize content. Opening. State the main idea. Body. Provide background information and explain.
ZS Financial Group. What is a Financial Group ? A Financial Group is a collection of less than 100 individuals who meet for the purpose of pooling money.
Maximizing Your Financial Plan A financial education workshop presented by F3EF3E The Foundation for Financial Education A 501(C)(3) NONPROFIT ORGANIZATION.
Creating a Strong Financial Plan Creating a Strong Financial Plan.
SPECIAL NEEDS PLANNING Ensuring Your Wishes for Their Future Name, title(s), designation(s) The Principal Financial Group  Date.
Certified Public Accountant in Boynton Beach By.  Trusted Financial Advisor helps different individuals, businesses, organizations to reach or achieve.
NEW RULES OF SAVING WORKBOOK Presented by:. Workshop Goals: Know Your Risks! _____ Risk The risk in how you save _____ Risk The risk in how your funds.
Financial Management Association Speaker Event
Growing the Client-Advisor Relationship… For Life.
Amp Up Your Online Presence
Saving & Investing.
Seminar: Timely Topics for Today’s Business World
West Michigan Chapter Welcome to all of our members and especially to todays guests. Thank you for taking the time to be with us today.
Comprehensive Tax Planning in 2017
How to Get New Trust Business
Seminar: Timely Topics for Today’s Business World
Financial Management and Strategy
Tax Advisor Near Me Finding Professional CPA’s ?.
Prudential Financial Planning Services
The Montgomery County Employee Retirement Plans Team

What WE Think Great Service Looks Like
Welcome to Take Charge.
Insurance | Financial Planning | Retirement | Investments | Wealth
Prostate Cancer Clinical Trial Opportunities:
Grade 12 My Blueprint Individual Pathways Plan (IPP)
DO YOU CARE FOR SOMEONE WITH DEMENTIA
Date, location, department

Date, location, department
Name of Event Name of Event
Chapter 4, Section 2 Applying the Rules of Debit and Credit
TODAY’S PROGRAM Tax and Legal Update.
Chapter 4, Section 2 Applying the Rules of Debit and Credit
Individual Pension Plans
NAME OF EVENT Name of Speaker Date, location, department
Wealth Management Strategies in Light of the 2018 Federal Budget
Real Estate Mistakes Webinar
Independent Professional Advice for Today and Tomorrow
Insured Donation Strategies
Presentation transcript:

Tax Strategies and Succession Planning for Business Owners! Guest speaker Tony Salgado Tax Accountant CPA , Estate Planner and Insurance Specialist Event Topics Tax Ideas for Corporate Investments Strategies to minimize tax on Succession of the business Insurance as a separate asset class and benefits from a tax perspective Date: Tuesday June 11th, 2019 Time: 6:39 - 8:00 pm Location: CIBC 12736 Highway 50 Bolton ON L7E 4G1   Space is limited so sign up today! Talk to a CIBC advisor or Call (905) 951-0224 ext. 222 or email garima.sharma@cibc.com to reserve your space