Individual Pension Plans: A response to an evolving tax framework for Business Owners

  • 21 Mar 2018
  • 6:00 PM - 8:00 PM
  • ICCC - 924 The Eastmall, Toronto, M9B6K1

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Individual Pension Plans: A response to an evolving tax framework for Business Owners


Indo Canada Chamber of Commerce is organizing an event on “Individual Pension Plans: A response to an evolving tax framework for Business Owners”. The Individual Pension Plan (IPP) has been a registered retirement vehicle since 1991, yet many Canadian business owners are not aware of its existence and overall benefits for establishing the plan. At this event you will learn how the IPP can be utilized by an aging demographic to plan for retirement, prepare a business for sale, and to strategically accumulate wealth for retirement while saving corporate tax.

Speaker:

Robert Rubino, CPA graduated from University of Guelph in Accounting. He moved to Alberta to work in public accounting which included financial statement preparation, personal tax preparation, and corporate tax planning. He started working in the Agricultural Industry to work with a global food leaders and participated in rotational management training program. He is expert in working with multiple departments such as Accounting, Supply Chain, Procurement, and Fabrication. He articled and completed the Chartered Professional Accountant designation. Robert returned to Ontario to pursue his passion and now works at RBC Dominion Securities as an Investment Advisor. His planning and advice is structured to complement Public Accountants in their pursuit to plan efficiently for Corporate Clients.

Suzanne Schultz, CPA, CA, CFP, Estate Planning Specialist Suzanne’s focus is to protect and enhance family, business and multi-generational wealth. She is a trusted professional known for expert wealth management advice utilizing advanced, insurance-based tax and estate planning solutions. Prior to her role at RBC, Suzanne built her career at a major accounting firm and a boutique tax and estate planning firm. She was featured as an expert on BNN and HGTV’s House Poor and has contributed to the Globe and Mail, National Post etc. She is also co-author of 78 Tax Tips for Canadians for Dummies. Suzanne uses her in-depth technical knowledge to carefully understand what can complicate your financial and family situations and collaborates with your other professionals to uncover where you might be exposed to excessive taxes and risk. This planning is essential for business owners, professionals, executives and those with charitable goals.

She will speak on changes announced in the recent budget on Small Businesses

Registration:

Members:                  Free

Non-members:        $25


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