Tax strategies for corporate transfer and succession planning

Tax strategies for corporate transfer and succession planning

May 29, 2024 11:00 AM Pacific Daylight Time - May 29, 2024 12:00 PM Pacific Daylight Time
Location To Be Determined

Congratulations, you’ve built your successful business!
What happens next? Will your children take it over from you? Will you sell?
What happens if there’s an untimely illness or death?

Planning always pays off – and the earlier you start,
the better the options and outcome. Join us as we discuss key strategies for business succession planning, including:

· How to value and identify its worth
· Tax planning for a smooth transition
· Maximizing the tax efficiency of your proceeds
· And more

Hosted by:

Kevin T. O'Sullivan, CIM
Senior Portfolio Manager
RBC Dominion Securities

With guest speaker:

Cheryl Johnson-Engmann, CFP, CLU, TEP
Estate Planning Specialist
RBC Wealth Management Financial Services Inc.

Kindly RSVP by clicking the Register link.

For assistance, contact Silvana Fiedler
at 604-257-3250 or silvana.fiedler@rbc.com.

RSVP

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