Overview
Speaker: Colton Daniels - CIBC Wood Gundy
Topic: "What Business Owners can do to Plan for the Proposed Tax Changes"
This presentation will feature a high level overview of the proposed tax changes that will affect small business owners the most which are 1) income sprinkling and 2) the elimination of tax deferral in a corporation. This will lead into how we see the future of small business tax planning which is using whole life insurance to grow corporate assets in a tax sheltered bubble until it can be pulled out tax free and/or used for estate planning.
Colton Daniels is an investment advisor with CIBC Wood Gundy and a Chartered Accountant with five years’ experience in public practice. Colton works with a team of advisors called the Daniels Investment Group that has been serving clients in Saskatchewan and beyond for over 30 years.
Topic: "What Business Owners can do to Plan for the Proposed Tax Changes"
This presentation will feature a high level overview of the proposed tax changes that will affect small business owners the most which are 1) income sprinkling and 2) the elimination of tax deferral in a corporation. This will lead into how we see the future of small business tax planning which is using whole life insurance to grow corporate assets in a tax sheltered bubble until it can be pulled out tax free and/or used for estate planning.
Colton Daniels is an investment advisor with CIBC Wood Gundy and a Chartered Accountant with five years’ experience in public practice. Colton works with a team of advisors called the Daniels Investment Group that has been serving clients in Saskatchewan and beyond for over 30 years.
Schedule
Friday, November 24, 2017Registration - 7:10 am
Breakfast Served - 7:30 am
Program Begins - 8:00 am
Registration Deadline: Wednesday, November 22, 2017
Admission
NSBA Members - $22 (plus GST) per personNon-Members & Guests - $29 (plus GST) per person
We require at least 48 hours cancellation notice
