THE BUSINESS OWNER’S PLAYBOOK: Tax & Wealth Planning Strategies.

Event Highlights

Wednesday, November 4 from 12 PM to 1:30 PM

In person

Overview

Join us for practical insights on tax planning, corporate investing, retirement, and wealth preservation. Lunch will be served.

Many incorporated professionals have limited time to focus on opportunities after business income is earned. 

This session will explore:

Practical tax planning considerations

Strategies for investing corporate assets

Retirement planning opportunities

Wealth preservation techniques

A real-world case study will highlight how proactive tax and wealth planning can impact long-term financial outcomes.

Gain practical insights to help you make informed financial decisions.

Hosted by Grand Advisory Group and LRK Tax LLP

**Lunch will be served.**

RSVP by November 1, 2026 : Click here to RSVP

Meet Our Presenters

Martin Lee, CPA, CA

Martin Lee is a tax specialist with 20+ years of experience advising entrepreneurs on business structuring, wealth management, taxation, and estate planning.

He holds CPA designations in both Canada and the United States and has completed CPA Canada’s In-Depth Tax Program. Martin is a frequent contributor to the Canadian Tax Foundation, presents at national tax conferences, and serves on committees that recognize leading tax publications.

Thanusan Raveendran, CPA, CA

Thanusan Raveendran is a tax specialist with over 15 years of experience helping entrepreneurs build, protect, and transfer wealth through strategic tax planning.

His practice focuses on business structuring, succession planning, trusts, estate planning, corporate distributions, life insurance planning, and cross-border tax matters. Thanusan completed CPA Canada’s In-Depth Tax Program and has published articles for both the Canadian Tax Foundation and CALU. In 2019, he received the Young Practitioner of the Year Award for his contribution to the taxation of cryptocurrencies.

We hope you can join us!