Event Highlights
Thursday, Mar 19 from 4 pm to 5:30 pm
In person
Free parking
Doors at 4.00 PM
Overview
Learn insider tax strategies used by Canada’s top entrepreneurs to legally pay less tax, shared by experts who advised them.
We are hosting a small group of local small business owners and entrepreneurs in this lunch-and-learn session to teach you how to use the tax system to build wealth and live the life they’ve always wanted.
We’ve limited this event to just 15 small business owners to ensure an intimate setting that fosters meaningful discussion and personalized insights.
Thanusan Raveendran, CPA, CA, and Martin Lee, CPA, CA, are not just experienced tax professionals—they’re small business owners themselves. They are passionate about equipping fellow entrepreneurs with strategic tax solutions that address real challenges at every stage of the business journey.
In this session, we’ll explore proven tax strategies to help you preserve and grow your wealth through every phase:
What you will learn:
- Understanding the Power of Incorporation: Discover how incorporating can significantly lower your tax rate and increase your long-term wealth.
- Income Sourcing, Splitting, and Spreading: Learn the three pillars of tax planning—income sourcing, income splitting, and income spreading—that will empower you create a wealth-building strategy like never before.
- Drawing Money from Your Corporation: Explore the most tax-efficient ways to draw money from your corporation, whether through salary, dividends, or shareholder loans.
- Maximizing and Multiplying the Lifetime Capital Gains Exemption: Understand how to structure your business to take full advantage of the lifetime capital gains exemption, potentially saving you hundreds of thousands of dollars in taxes when you sell your business.
- Strategic CPP Planning: Learn how to optimize your CPP contributions and withdrawals, and understand the hidden costs that CPP presents, so you can make informed decisions that align with your overall financial strategy.
- Intergenerational Business & Wealth Transfers:Learn the strategies that allow you to transfer your business and wealth to your children tax-free, setting them up for success while preserving control and your wealth, including the use of Family Trusts.
- How to Properly Structure a Holding Company: Understand the proper way to set up a Holding Company to creditor-proof your assets, while qualifying for all the tax benefits such as the lifetime capital gains exemption.
- Investing Inside the Corporation: Get insights into how you can invest your profits within your corporation or through a holding company to maximize growth while minimizing taxes.
Meet Our Presenters
Martin Lee, CPA, CA
Martin Lee is an experienced tax professional with close to 20 years of experience providing business advisory, wealth management, taxation, and estate planning services to entrepreneurs.
Martin obtained his Bachelor of Commerce degree from the University of Toronto before qualifying as a CPA, CA in Canada, and as a U.S. CPA in the State of New Hampshire. He has also completed all three parts of CPA Canada’s In-Depth Tax Program.
Martin is a prolific writer and frequent contributor to The Canadian Tax Foundation, including presenting at national tax conferences. Martin works with a panel at the Canadian Tax Foundation to select award winners for certain tax publications.
Thanusan Raveendran, CPA, CA
Thanusan Raveendran is an experienced tax and accounting professional with over 15 years of experience advising entrepreneurs on tax planning matters involving business structuring, buy-sell planning, estate planning, strategic use of trusts and their taxation, creative uses of life insurance, distribution planning for corporations and trusts, and cross-border inbound and outbound tax matters.
He has worked with clients across different industries. Thanusan obtained his Bachelor of Business Administration degree from the University of Toronto, graduating with high distinction. He qualified as a CPA, CA, while articling with PricewaterhouseCoopers (PwC).
He has also completed all three parts of CPA Canada’s In-Depth Tax Program. Thanusan has published articles for the Canadian Tax Foundation and Conference for Advanced Life Underwriting (CALU) Info Exchange monthly newsletter. He was awarded the Young Practitioner of the Year Award for his contribution to the Taxation of Cryptocurrencies in 2019.
Agenda
Building Your Wealth Using The Tax System!
This workshop is designed to provide you with the practical and proven tools you need to succeed. Don’t let tax inefficiencies erode your hard-earned wealth. Register now to secure your spot in this invaluable workshop and start your journey toward financial empowerment and business success.