Think With Us About Business Succession Planning

Learn how to expertly advise business owners about year-end tax planning and the best way to manage after-tax family income and the investment in the family business to meet future goals at the Year-End and Business Succession Planning Bootcamp this November.

Nov. 3 – Winnipeg – Winter Club
Nov. 4 – Toronto – Mississauga Convention Centre
Nov. 5 – Calgary – Radisson Airport Calgary
Nov. 6 – Vancouver – Vancouver Club

The number of family businesses in Canada is growing! Yet, there are real issues around succession, business valuation and the financing of heirs that advisors and their clients need to be discussing now.

Confidently gain the trust of business owner clients with year-end tax planning as the perfect opportunity to have a meaningful conversation about strategic planning for the family business, how to transition the business from one generation to the next, and most important, how to value the business so that the most advantageous financial result can be achieved on succession.

Learn from the Best

Evelyn Jacks, President Knowledge Bureau	Alan Rowell, MFA, DFA-Tax Services Specialist The Accounting Place	Jenifer Bartman, CA, CMC Jenifer Bartman Business Advisory Services

Agenda At A Glance

• Opening Remarks: Issues and Trends in Year-End Planning for Business Owners and Investors
• Year-End Tax Reduction Priorities; Planning Applications and Case Studies
• Owner-Manager Compensation Planning: Income and Equity Issues
• Sponsored Session: Audit Problems: Pitfalls and Consequences for Business
• Fundamentals of Succession Planning – Creating a Value Environment for Business Succession
• Business Valuation: Notion of Value, Valuation Approaches and Considerations, Financial Performance and Valuation Implications, Business Transactions, Your Role After Sale
• Certification, Evaluation, Close

Click here to see detailed agenda.

Blended-Learning Opportunity

EARN UP TO 30 CE/CPD CREDITS

• 3.5 CE/CPD credits.
  Do pre-session reading in EverGreen Explanatory Notes
   
• 6.5 CE/CPD credits.
  Attend the workshop
  Nov. 3 – Winnipeg
  Nov. 4 – Toronto
  Nov. 5 – Calgary
  Nov. 6 – Vancouver
   
• OPTIONAL: 20 CE/CPD credits.
  Do post-workshop online assignments in
  Fundamentals of Succession Planning or Tax Planning for Corporate Owner-Managers course. Pay only $297.50 more (regular price $795).

Registration Fees

PER WORKSHOP

How to Register

Online: knowledgebureau.com/DAW
Call Local: 204-953-4769
Toll-Free: 1-866-953-4769
Email: registrar@knowledgebureau.com