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Tax & Estate Planning Seminar for Business Owners and Professionals

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5980 Centre Street South

Calgary, AB T2H 0C1

Canada

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TAXATION OF CANADIAN ESTATES FOR BUSINESS OWNERS, PROFESSIONALS AND FARMERS


Whether you are a retiree with sizable investments, business owner, professional, or a farm/ranch owner there will likely be income tax upon your death. This presentation illustrates potential tax liabilities based on your taxable assets. Estate Planning looks at the large, deferred tax liabilities we all face in the future, and the passing of assets to the next generation.

A good estate plan provides strategies to ensure your beneficiaries will receive as much of your estate as tax efficiently as possible. Without a plan you are, in effect, making the Canada Revenue Agency a major beneficiary of your estate. I'm sure that is not what most Canadians want!

This seminar is presented by Mitch Reynolds, MBA, CFP, EPC, RRC (Advisor and Financial Planner with Sun Life Financial) and Dana Brooks, CFP, CLU (Director of Estate and Financial Planning, Central/Southern Alberta, Sun Life Financial).

FREE ADMISION

In fact this is much more than a free event. If you don't come away with at least one usable idea that will save you thousands and increase the value of your estate substantially, then we have failed. And we aren't going to fail!

LIMITED SEATING

This event has space for only 50 attendees. Be sure to get your tickets early as this is expected to fill up quickly!

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Date and Time

Location

5980 Centre Street South

Calgary, AB T2H 0C1

Canada

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