Club Connect - "What Business Owners Can Do to Plan for the Proposed Tax Changes" (Nov24/17)
Name:
Club Connect - "What Business Owners Can Do to Plan for the Proposed Tax Changes" (Nov24/17)
Date:
November 24, 2017
Time:
7:10 AM - 9:00 AM CST
Registration:
Sorry, online registration for this event has been closed. Please call 306.242.3060.
Event Description:
Speaker: Colton Daniels - CIBC Wood Gundy
Topic: "What Business Owners can do to Plan for the Proposed Tax Changes"
This presentation will feature a high level overview of the proposed tax changes that will affect small business owners the most which are 1) income sprinkling and 2) the elimination of tax deferral in a corporation. This will lead into how we see the future of small business tax planning which is using whole life insurance to grow corporate assets in a tax sheltered bubble until it can be pulled out tax free and/or used for estate planning.
Colton Daniels is an investment advisor with CIBC Wood Gundy and a Chartered Accountant with five years’ experience in public practice. Colton works with a team of advisors called the Daniels Investment Group that has been serving clients in Saskatchewan and beyond for over 30 years.
Topic: "What Business Owners can do to Plan for the Proposed Tax Changes"
This presentation will feature a high level overview of the proposed tax changes that will affect small business owners the most which are 1) income sprinkling and 2) the elimination of tax deferral in a corporation. This will lead into how we see the future of small business tax planning which is using whole life insurance to grow corporate assets in a tax sheltered bubble until it can be pulled out tax free and/or used for estate planning.
Colton Daniels is an investment advisor with CIBC Wood Gundy and a Chartered Accountant with five years’ experience in public practice. Colton works with a team of advisors called the Daniels Investment Group that has been serving clients in Saskatchewan and beyond for over 30 years.
Event Media:
