• 30 September
    3 hours, 09:00 AM EDT - 12:00 PM EDT
    Online
    • Member Pricing $85.00 excl. Tax
    • $185.00 excl. Tax
    • Course
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Description

*We are offering this lecture as a hybrid. If you prefer to sign in online please let us know at education@oca.ca

Succession planning increases the availability of experienced and capable employees that are prepared to assume these roles as they become available.

Join our discussion on important strategies  and concepts for  today’s business owner.   Corporate operations, structure, estate planning and family planning will be covered by the panel  as they discuss tax minimization strategies and help position your company for succession.  

Seminar Outline:

Corporate operations – What should I be doing today to help minimize the tax bill, improve profit margins, and plan for retirement

Structure – Structuring the business; identifying buyers, structuring the sale, general valuation issues; purchase price

Estate planning - The importance of powers of attorney/ wills/ insurance and planning for unexpected events

Family Planning – Dealing with active vs non active family members; ownership of assets and use of planning tools like trusts and insurance   

Speaker