Course content

    1. BUSINESS OWNERS CAN MAXIMIZE CHARITABLE GIVING BY USING A HOLDING COMPANY

    2. REDUCE TAXES BY INVESTING IN CORPORATE CLASS

    3. PERSONAL PENSION PLANS: A POWERFUL SOLUTION FOR HIGHLY TAXED BUSINESS OWNERS AND INCORPORATED PROFESSIONALS

    4. Recording

About this course

  • $44.00
  • 1 CPD hour
  • November 29, 2022

Course Description

Business owners are always trying to minimize their taxes, and tax laws are continually changing. Tax smart investing allows business owners to ensure that they are making the best use of tax laws to grow their investments tax effectively.

More specifically, topics covered will include:

  • The unique challenges faced by business owners
  • Tax effective investment strategies for holding companies
  • The tax advantages of corporate class funds for corporations
  • 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.

Target Audience

This webinar will be of most interest to tax practitioners & accountants, practicing independently or in small to medium sized firms, as well as financial advisors with an advanced level of understanding of topics related to 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.