Baby wealth

Taxation and your professional corporation

What you need to know to maximize your tax deferred corporate dollars

If you own or plan to own a professional corporation, we hosted a practical tax focused series for you.

We hosted a three-part complimentary webinar series designed to help you get the most out of your professional corporation. Our series focused on the following important topics:

The Ins and Outs of Your Professional Corporation — recent changes, what you need to know now and looking forward.

Wednesday September 21, 2022
7:00 PM

Hosted by Lorne Searle
Investment Advisor

Featuring Sean Hsu
CPA (New Hampshire), MTax, TEP
Senior Tax Specialist
 

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A Personalized Wealth Plan — why a plan is essential to maximizing the advantages of your professional corporation.

Wednesday October 19, 2022
7:00 PM

Hosted by Lorne Searle
Investment Advisor

Featuring Maureen Glenn
B.A., FLMI, CFP®, TEP, EPC 
VP, Tax & Estate Planning
 

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Tax-Smart Investing Inside Your Corporation — pros and cons of traditional investing, individual pension plan and life insurance.

Wednesday November 23, 2022
7:00 PM

Hosted by Lorne Searle
Investment Advisor

Featuring Jason Middleton
CFP
Estate & Insurance Advisor
 

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If you have any questions related to the topics covered in these videos, do not hesitate to contact us.