Baby wealth

Taxation and your professional corporation

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

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

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

Please join us for a three-part complimentary webinar series designed to help you get the most out of your professional corporation. Our series will focus 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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