This half-day workshop is designed for self-employed consultants who operate their business through a family-owned corporation.
Having your own corporation provides significant tax planning and financial management opportunities, but it can also be complex. In this half-day workshop, we will cut through the details and red tape to focus on practical, worthwhile actions you can take to lower your taxes and provide financial security for yourself and your family.
Leading the workshop will be Larry… Show more Tomlin, a highly qualified accountant with over 25 years experience, providing tax and financial guidance to the families of self-employed professionals working in diverse fields including IT, and management consulting as well as regulated professions such as medicine, engineering and law.
Attendance will be limited so that the presentation can be tailored to the specific concerns of participants. Prior to the workshop registrants will receive an on-line survey to help choose specific for discussion. Topics can include:
Income splitting with family members
Using your corporation as a savings vehicle
Are RRSP's useful for the self-employed?
Salary vs. dividends - how do we choose?
CPP: maximizing benefits and minimizing premiums
Corporate owned insurance: making use of your old insurance policies
Shareholders, Directors & Officers: who you want to be?
Holding Companies and Operating Companies
When to Use a Family Trust
Your corporation as a college fund for your children
Larry Tomlin is a Fellow of CPA Ontario, hold an MBA from the Ivey School of Business and is a Council Member of Certified Management Consultants of Ontario. Larry is best known for having founded and operated an accounting practice where he served as trusted advisor to hundreds of families, specializing in tax planning and compliance for professionals with incorporated, family-owned businesses. During this time Larry developed an extensive reputation for hard work, attention to both detail and the big picture, and especially his engaged, attentive and caring approach to his clients' tax and financial concerns.
This workshop is a presentation of the Experion Group (www.experiongroup.ca). Participation is open to anyone but attendance is limited to 25 participants, and priority will be given to Experion members.
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