Learn How to Build on Untapped Potential in Corporate Investing

In today’s tax and economic climate, multi-generational planning faces new risks and  understanding the opportunities in the management of corporate investments is a huge issue. Uncover the latent potential in these resources for investment and retirement planning by joining John Natale, AVP Tax, Retirement & Estate Planning Services, at DAC this November 6 – 9 in San Diego.

According to John, bringing clarity by dispelling common misconceptions and adding value by investing corporate funds strategically are areas that clients want to know more about; however, few advisors really understand the concepts involved.

In his presentation, John, who is sponsored by Manulife, the lead sponsor of DAC, will be discussing the fundamentals of taxation that applies to corporate investing. He’ll also analyze how to generate the most tax-efficient type of income inside corporations and how to maximize retirement income for shareholders.

You can plan for your greater potential for assisting clients build on untapped potential. RSVP now for DAC to learn more from John as he discusses: why people incorporate and accumulate funds within their corporation; the growing opportunity this presents; how active income and investment income are taxed in a corporation; and taxation of funds paid out to a shareholder.

John will also provide an analysis of the most tax-efficient investment income to earn in the corporation in both the accumulation phase and the retirement phase; he’ll cover how to maximize retirement income as well as the impact of different dividend payment options, and how to maximize overall cash flow and funds invested.

“We are looking forward to thinking afresh about this important topic with John, November 6 – 9 in San Diego, California,” says Evelyn Jacks, President of Knowledge Bureau. “He will join 18 leading speakers addressing the theme, Soar Higher: Plan for your Greater Potential.”

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