Course curriculum

About this course

  • $69.00
  • 2 CPD hours
  • June 22, 2023 - 1:00 PM ET

Course description

Business owners are regularly in need of succession planning guidance, and tax laws are continually changing. Owners have usually heard of the capital gains exemption available on the sale of small business shares, but rarely understand the advanced planning that may be necessary to be able to use it. Estate freezes often accompany such planning, and can come in many forms, each bearing its own unique set of risks, considerations and complexities. Likewise, business succession plans overall require a careful weighing of several separate factors including tax, business and family circumstances.

Agenda:

  • The unique challenges faced by business owners
  • Tax effective investment strategies for holding companies
  • The tax advantages of corporate class funds for corporations
  • The best methods of funding shareholder agreements
  • Using life insurance to minimize passive income and grow assets on a tax deferred basis
  • Using Personal Pension Plans to pass on wealth to the next generation, have a fully creditor proof source of retirement income, and save significantly more than possible with RRSPs.
  • Tax smart giving strategies to maximize the impact of charitable donations by business owners

    • Instructor(s)

    Tina Tehranchian

    Senior Wealth Advisor

    A financial advisor since 1991, Tina Tehranchian, BA, MA, CLU®, CFP®, CHFC®, MFA-PTM (Philanthropy), is a senior wealth advisor at Assante Capital Management Ltd. She specializes in assisting business owners and self-employed professionals grow their wealth and develop sound financial and estate plans. She is also an expert in devising charitable tax planning strategies and helping philanthropic Canadians multiply their bequests to charities while reducing their taxes and leaving greater inheritances for their beneficiaries.

    Tina is a FP Canada™ Fellow (formerly Fellow of FPSC™) and was among the first-ever group of Certified Financial Planner (CFP®) professionals in Canada to receive the Fellow of FPSC™ distinction from the Financial Planners Standards Council in 2011.

    In 2021, Tina became the first woman and the first Canadian to be selected as the Top Senior Wealth Advisor of the Decade by the International Association of Top Professionals (IAOTP) and in 2020, Tina became the first Canadian to be selected as the Top Senior Wealth Advisor of the Year by the same organization. Amongst the numerous other awards she has received are the Women's Executive Network's Canada's Most Powerful Women : Top 100 Award (2020), Wealth Professional Awards Canadian Advisor of the Year Silver Award (2020), Women in Finance Awards Canada’s Financial Advisor of the Year Award (2019), and the International Alliance for Women’s World of Difference Award (2019). More recently, Tina was listed as one of the best wealth advisors in Ontario in a nationwide report published by The Globe and Mail and Shook Research in 2022.