Tax planning for business owners and professionals

Taxes are the most fun presentation topic, it can save a lot of money for business owner!

This event is designed to help business owners and professionals navigate the tax environment. The presentation will go over the essentials of small and medium business tax and will also cover the most notable recent tax changes that have been imposed on small and medium business owners, such as passive income for corporation, changes to income splitting and the small business deductions. We will also provide several tax planning tools for business owner and their family, this session explores:

  • How to define priorities and identify investment options
  • Integration, attribution & TOSI
  • How to manage risk

Enjoy a free dinner and learn all about how to minimize your next tax bill as a business owner. Even if you already have a financial advisor or accountant, come out to this presentation to gather as much information as possible!

Host by:

Henry Tian Insurance & Financial Services Inc., Sun Life Financial

RSVP:

Very Limit seating, please RSVP at your early convenience.

Bridget Cai | Phone: (403)707-9888 | email: bridget.cai@sunlife.com

Date/Time: Wednesday, October 23, 2019 from 6:30 PM to 9:00 PM (MDT)

Location: Delta Hotels by Marriott Calgary South, 135 Southland Drive Southeast Calgary, AB, Canada T2J 5X5