Event Highlights
Tuesday, September 15 from 4 PM to 5:30 PM
In person
Free parking
Doors at 4.00 PM
Overview
Same income. Same circumstances. $8M apart. Follow two entrepreneurs and discover the tax decisions that changed everything.
What if two entrepreneurs had the same income, the same family circumstances, and faced the same challenges throughout life, yet one ended up with over $8,000,000 more wealth than the other?
In this workshop, we’ll follow the journey of Savvy Sarah and Careless Carl from startup to retirement and beyond. Through a practical, easy-to-follow case study, you’ll discover how the tax decisions they made at each stage of life compounded into dramatically different outcomes.
This is not a sales pitch. Our goal is to make complex tax concepts simple, practical, and easy to understand.
Along the way, you'll learn:
Whether you're a business owner, professional corporation, entrepreneur with retained earnings, or someone thinking about retirement and succession planning, you'll leave with practical ideas you can apply immediately.
- No sales pitch
- Plain English explanations
- Real-world case studies
- Practical strategies you can use right away
- Interactive Q&A throughout
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.
Agenda
Why Learn From Us?
Together, Martin and Thanusan have spent decades helping entrepreneurs navigate the complex tax decisions that affect every stage of the business journey, from startup to retirement and beyond. In this session, they’ll translate those complex concepts into plain English and show you practical strategies you can apply immediately.
Seats are intentionally limited to keep the session interactive and allow plenty of time for questions.