Estate freeze: A tax planning tool for business owners
Tax alertBusiness owners and investors can use tools like estate freezes to navigate market volatility, boosting security and certainty in uncertain economies.
Rising interest rates and inflation are putting a strain on cash flow and business operations. To combat these unpredictable economic environment conditions, business owners can leverage certain tax planning strategies to minimize taxes and maximize opportunity.
In this two-part series, our tax professionals discuss recent changes and updates to tax rules affecting businesses and how you can apply tax planning strategies to benefit your business. Using business case scenarios, we’ll illustrate strategies, compliance and potential outcomes. We welcome you to register for one or both of the following sessions:
Tax planning strategies for businesses: Session 1 (OnDemand)
Speakers: Tara Benham, Dennis Tmej, Kaz Nesbitt
Description: In this session, we'll cover the following:
- Estate freeze strategies
- Loss consolidation strategies
- Tax-efficient distribution of retained earnings
- Incoming tax rules, including alternative minimum tax (AMT) and the general anti-avoidance rule (GAAR).
Tax planning strategies for businesses: Session 2
Date: Wednesday, November 29, 2023
Time: 12:00PM – 1:30PM EST
Speakers: Connie Dolomount, Kristopher Berg, Nathan McLeod
Description: In this session, we'll cover the following:
- Tax on split income (TOSI)
- Passive income
- Employee ownership trusts (EOTs)
Claim your CPD Hours
You may be eligible for 1.5 CPD hours for each session you attend. You’ll be required to answer polling questions throughout the webinars to qualify for a certificate of attendance.
Presenters
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Partner, Tax Services
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Dennis Tmej
Partner, Tax Services
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Partner, Tax Services
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Partner, Tax Services
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Kristopher Berg
Tax Services
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Partner, Tax Services
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