Upcoming Events

We look forward to seeing you at one of our upcoming events. Attendance at Chapter events are open to all members, candidates and students enrolled in the CPA Professional Education Program or Pre-requisite Program, as well as legacy AAT and ACIA members. Guests are also welcome at some events.

Loading Events

« All Events

Chapter PD: Tax Reduction Strategy for Small Business – CANCELLED

April 16 @ 8:00 am - 10:00 pm

$70

Photo by: taa22/ iStock/ Getty Images Plus

To minimize the spread of COVID-19 and in support of the B.C. Medical Health Officer’s recommendation for social distancing, this chapter PD session is cancelled.  The Chapter will refund all registrants.  

*******

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
Details
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

Speaker:
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.

Details

Date:
April 16
Time:
8:00 am - 10:00 pm
Cost:
$70
Event Category:
Posted in