Optimize Your Tax Strategies for Business and Estate Planning

are you a CPA/ RPA professional working with a business owner who’s looking to sell their business? Or any client looking for estate planning to retain as much wealth as possible for the next generation? During the Webinar, we’ll discuss tax planning techniques for owner-managers looking to minimize tax on the sale of their business as well as their estate. We’ll go over a few case studies of tax planning solutions implemented for Canadian business owners and entrepreneurs.

Topics/details:

 Recap of base case tax implications on the sale of a business

• Ideal Tax Solution on sale of a business [case study]
• Common traps when planning for sale
• Recap of base case tax implications on passing of a Canadian business owner
• Ideal Tax Solution for Estate Optimization [case study]

This training is part of your 2025 CPD PACKAGE