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Tax and Estate Planning for Business Owners

By CE Corner

In this course advisors will be provided with an overview of how corporate income is taxed in Canada and how business owners can use strategic planning to maximize corporate wealth, mitigate tax erosion, and preserve value across generations. Topics include corporate tax integration, the treatment of active and passive income, the interaction between income types, holding company structures, and advanced estate-planning techniques to reduce double taxation at death.

Tax and Estate Planning for Business Owners

Accreditation Details

Accreditation body

Competency

Credits

The Institute/IAFE

Financial Planning

1.00

CIRO-ID (IIROC)

Professional Development

1.00

CIRO-MFD (MFDA)

Professional Development

1.00

Course Type:

Video

Passing Grade:

1/2 (50%)