$125 – $150

New Personal Pension Plan: Reduce Corporate Taxes & Accumulate Wealth

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Vancouver Island University

900 Fifth Street

Nanaimo, BC V9R 5S5

Canada

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Eventbrite's fee is nonrefundable.

Event description

Description

Let's face it small business owners and incorporated professionals are highly taxed. Did you know that the Canadian Revenue Agency now allows you to contribute up to 40% more to your Personal Pension Plan (PPP) with a tax free deduction from your corporation? This seminar discusses strategies to minimize taxes while building up sustainable wealth for small business owners.

Content

  • The old Individual pension plans and why they no longer work

  • The new Personal Pension Plan (PPP) approved by CRA

  • Ideal for family businesses, multiple beneficiaries for one plan

  • Mitigation of higher tax rates on passive income in your corporation

  • Facilitates sale of your business or succession to next generation

  • Is the PPP the right wealth accumulation and tax optimization plan for you?

  • Pension style investment management & ongoing pension administration

Who Should Attend?

  • Owners of incorporated small businesses

  • Incorporated professionals (eg. doctors, lawyers, real estate agents, engineers, notaries, naturopaths, physiotherapists, chiropractors, etc.)

  • Accountants

  • Accounting Students


Important Information

Breakfast Time: 8:30 am - 9:30 am (Breakfast is included in the ticket price).

Seminar Time: 9:30 am to 12:00 pm.

Location: Royal Arbutus Room (upstairs from the cafeteria), Building 300

Campus Map: https://www.viu.ca/map/

Parking: https://viu.westpark.com/index.php (recommend parking in Lot F)

Contact Persons: Koren Bear, Program Coordinator, Professional Development & Training, Vancouver Island University, Tel: 250-740-6580, E: koren.bear@viu.ca; or Julia Jenkins, Elder Planning Counselor, Tel: 250-390-3331, E: jaj@telus.net

Cost: $125 (Early bird price before May 31st and $150 thereafter) - EXTENDED TO JUNE 15, 2019

Student Cost: This seminar is provided to students currently enrolled in the Faculty of Management for a nominal fee of $30.


Speakers

VIU Faculty of Management has secured top industry pension specialists to walk you through the list of PPP financial benefits and implementation details.

Jean-Pierre Laporte, LL.B., JD

Jean-Pierre Laporte, LL.B., JD is a pension lawyer who provides advice to multi-billion public and private pension plans on regulatory issues ranging from tax, securities and trust laws. He is often called as an expert witness before the House of Commons Standing Committee on Finance and was awarded the Queen Elizabeth II Diamond Jubilee Medal for his work on improving pension legislation for Canadians. He is currently the Chief Executive Officer of INTEGRIS Pension Management Corp. www.INTEGRIS-mgt.com

Mark Taucar, CFA, Portfolio Manager

Mark Taucar, CFA, Portfolio Manager with Accilent Capital Management, discretionary portfolio manager for pension style accounts. Mark’s management experience with IPP and PPP accounts complements the administration services of INTEGRIS and numerous other Canadian pension and retirement account investors. His profile is at www.accilentcapital.com

Julia Jenkins, EPC

Julia Jenkins, EPC, pension consultant and planner; her background is in commercial real estate, & also she is a former financial services business owner/manager. Julia assists professionals and business owners to benefit from personal pension plans. She is the education coordinator for pension plan seminars and speaks on pension plan client suitability. Her website: www.elderplan.ca

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Date and Time

Location

Vancouver Island University

900 Fifth Street

Nanaimo, BC V9R 5S5

Canada

View Map

Refund Policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

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