Business and Boxsters

A wave of business owners are planning to retire over the next decade. How will Budget 2024 affect those plans and what should you be doing prior to June 25, 2024 to prepare?

Whether the plan is to transfer the business to the next generation or to sell it to a third party, we will discuss the roles of your advisors and help you answer the following key questions:
1) How does Budget 2024 impact your tax planning?
2) Do you know what your business is worth?
2) What happens if there is an unexpected tragedy?
3) Have you considered your exit options and how can you utilize key tax considerations such as an estate freeze or employee ownership trusts?
4) What does your retirement look like and how can you utilize corporate wealth transfer strategies?

Event Date: Thursday, May 23, 2024
Event Time: 9:30 a.m. – 11:30 a.m.

Porsche Centre Markham
8590 McCowan Road, Markham, ON L3P 3M2

Refreshments and snacks will be provided.
Limited space, and event registration will be closed once we reach capacity.

Aleem Israel, CFA (Portfolio Manager & Wealth Advisor, RBC Dominion Securities)

Kelvin Chen (Portfolio Manager & Wealth Advisor, RBC Dominion Securities)

Kenneth Li (General Manager, Porsche Centre Markham)

Michelle Munro, CPA, CA (Director, Tax and Retirement Research, Fidelity Investments)

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