Tax Solutions Using Insurance
Explore the ability to complement insurance strategies to solve tax problems.
Course content
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Presentation
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Recording
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About this course
- $39.00
- 1 CPD hour
- July 12, 2022
Course Description
Oftentimes, insurance and tax are assessed in silos, one completely independent from the other, but should this be?
Come explore the ability to complement insurance strategies to solve tax problems. Whether this be the ultimate tax upon death, the hardships of the 50% passive tax rate or the difficulty of removing corporate retained earnings. Insurance and tax advice combined should be at the forefront of annual conversations with business owners, let's see how these solutions can solve some tax problems.
Instructor(s)
Tony Salgado
[email protected]Tony is an estate and tax planning accountant and life insurance advisor. Before founding AMS Wealth, Tony held various director positions within wealth advisory firms and began his career with PwC providing tax compliance and planning to high net-worth individuals and business owners. Tony provides sophisticated estate & insurance planning alternatives with a focus in helping business owners identify issues and opportunities relating to business succession planning. This approach helps clients through the complexities of wealth transition and tax minimization strategies.
Tony has provided insightful information on matters regarding personal finance, tax and estate planning to various media outlets such as the Financial Post, The Globe and Mail, Advisor.ca and has appeared as a guest on BNN television and CBC radio.
Tony has tutored for the CPA Canada In-Depth Tax Program and has been a facilitator for the CPA Ontario program.