Optimize Your Tax Strategies for Business and Estate Planning
Are you a CPA/RPA helping a business owner sell their business or plan their estate to retain wealth for the next generation? This webinar covers tax strategies to minimize taxes on business sales and estates, with case studies of solutions for Canadian entrepreneurs.
Topics/details:
Recap of base case tax implications on the sale of a business
Ideal Tax Solution on Sale of a Business [case study]
Common traps when planning for a sale
Recap of base case tax implications on passing of a Canadian business owner
Ideal Tax Solution for Estate Optimization [case study}
Manny LoVoi – BIO
Growing up in an entrepreneurial family, Manny witnessed the hard work and sacrifices of business owners, inspiring his passion for helping them retain wealth through strategic tax planning. This dedication led to the launch of ELPC Tax in 2022.
A McMaster University Bachelor of Commerce (Hons) graduate, Manny earned his Chartered Accountant designation in 2013. He began his career at a Big Four firm in Toronto and later held a senior role at a national mid-market firm for nearly 8 years. Manny also completed the CPA In-Depth Tax Program and served as a program facilitator.
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