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JENNIFER POON,
CPA, CA, CFP

Business owners have a unique set of challenges when it comes to wealth management. While their businesses are often an extension of their personal wealth, they must balance the needs of the business with creating personal wealth. Business income that qualifies as “active business income” (ABI) receives the small business deduction and is taxed at a lower rate. As long as income is left in the company, the shareholder can defer personal tax on it. Given this benefit, business owners are often advised to leave their profits in the corporation. This often presents a dilemma for business owners because investment income is taxed at the highest rate. In this 45 minutes presentation, we will discuss tax efficient investment solutions for business owners, considerations for retirement planning, succession planning and inter-generational wealth transfer strategies to protect and growth their wealth for generations to come.

See Jennifer live at the 2017 SBS, as she presents her workshop:

Wealth planning for business owners