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Future-Focused Tax & Financial Planning
To professionally advise family business owners on business transitions, this professional must understand tax planning across personal, corporate, and trust structures. Help solve business growth and transition opportunities with confident knowledge.
- Advising Family Business
- Tax Efficient Asset Transition Planning
- Use of Trusts in Tax & Estate Planning
- Tax Planning for Corporate Owner-Managers
- Tax Planning for Incorporated Professionals
- Understanding Business Valuation
Advising Family Businesses
Many small businesses in Canada are owned and operated by individuals who are at or near retirement age and qualified advisors have an opportunity to assist them in planning and implementing succession plans. This course will teach you to create strategies that can help clients and their companies’ function smoothly.
Tax Efficient Transition Planning
This course allows advisors to develop a consistent process for multi-generational planning that looks at the tax-efficiency of both income and capital left for partners and beneficiaries.
Use of Trusts in Tax & Estate Planning
The Introduction to Trusts course offered by Knowledge Bureau covers everything from basic trust mechanics to essential details on trusts for disabled beneficiaries.
Tax Planning for Corporate Owner-Managers
This course has been designed to teach you how to advise private business owners and managers about the best ways to manage hi or her compensation to maximize the amount of after-tax income available. You will gain a solid understanding of the options available when constructing compensation packages. These options include
salary-dividend-bonus mixes that maximize tax efficiencies for the owner and each family member. As well you’ll learn about constraints imposed by income tax and other laws so you can provide sound advice to the
employer or client on compensation planning all year long.
Succession Planning for Owner-Managers
Become a valuable resource to your clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business.
Tax Planning for Incorporated Professionals
This course focuses on personal and corporate tax planning for small to medium-sized businesses, owned and operated by professionals, with a special focus on financial advisors and medical practitioners. Retirement and succession planning is also an integral part of the course.
Your Tuition Includes
These All-Inclusive Resources
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation
• Examination, certification and designation
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Learn Your Way
Online 24/7
Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.
In-Class
Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.
In-Conference
Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.
Knowledge Base
Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.
