Chapter PD: Tax Reduction Strategy for Small Business

April 16, 2020 

Photo by: taa22/ iStock/ Getty Images Plus

Learn about the latest vehicles that can be used to mitigate the impact of the Small Business Tax changes.

Topics include:

  • Corporate class investments
  • Individual pension plans (IPP’s)
  • Retirement compensation arrangement (RCA)
  • Life insurance
Date:Thursday, April 16, 2020
Where: TBA
Time:8:00 AM – 10:00 AM
Cost:$70 + GST
CPD| Level:2 hours | General
To Register:Click here

Gilbert Lam, BA, CFP, FMA, CIM
Bio: Gilbert Lam is an Associate Investment Advisor with CIBC Wood Gundy. He is a tax savvy investment advisor with ideas on tax driven investment products not often discussed with clients. His specialties include reducing individual and corporate tax liabilities, extracting corporate retained earnings in a tax-efficient manner, converting corporate retained earnings into tax-deductible creditor-proof assets, and building low volatility portfolios.

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