Lunch & Learn: Tax & Wealth Strategies for Business Owners
Enjoy a complimentary lunch while exploring practical tax and wealth strategies designed specifically for business owners. About this Event Running a successful business creates opportunities, but it…
photo: AllEventsWhen and where
- Date and time
- Ends PDT — local Kelowna time
- Location
- Landmark 71700 Dickson Avenue, Kelowna, BCKelowna
About this event
Enjoy a complimentary lunch while exploring practical tax and wealth strategies designed specifically for business owners.
About this Event
Running a successful business creates opportunities, but it also creates tax and planning decisions that become increasingly important as your wealth grows. Join Jillian Bataglio CPA, CA and Karen Erickson & Kayla Caruana Private Wealth Management for a practical discussion designed for business owners who want to be more intentional about how they structure, preserve and transition their wealth.
We’ll explore strategies and planning considerations including:
Year-end Tax Planning: Opportunities business owners should be considering before December 31Shareholder Loans: How to use them effectively
Income Splitting: Understanding when these strategies can be used and the rules that need to be considered
Purchasing or Investing in Real Estate: Tax considerations buying or selling real estate
Investments Within a Corporation: When & Why—from a tax perspective
Official details
- Price:
- Free
- Listing source:
- AllEvents
Last verified · This event is free to attend.
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