Free

Corporate Insurance Strategies for Accountants

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Work Nicer Coworking

630 8 Avenue Southwest

##600

Calgary, AB T2P 1G6

Canada

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If you've been in the accounting business for any period of time I'm sure you've heard about different types of insurance that can be used for corporate tax strategies.

At this free lunch and learn we'll be going over two unique insurance strategies and how they work for your clients.

Split dollar CI - How to legally transfer retained earnings out of acorporation Tax-Free!

Permanent Life insurance - How to grow your passive investments within a corporation on a tax-exempt basis and borrow those proceeds Tax-Free!

Your clients may have asked about these strategies in the past, and not having your head wrapped around them can leave you at a disadvantage with your client.

Get ahead of the curve and learn how all these strategies work so you can deliver full comprehensive plans for your clients!

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Date and Time

Location

Work Nicer Coworking

630 8 Avenue Southwest

##600

Calgary, AB T2P 1G6

Canada

View Map

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