Join Tina Tehranchian of Assante Capital Management Ltd. for a practical analysis of the complexities of business succession planning. This webinar will explore the alternatives available to business owners to minimize tax on business and value growth, as well as offering some methods of passing wealth on to family or charity.
More specifically, topics covered will include:
- The unique challenges faced by business owners
- Tax effective investment strategies for holding companies
- The tax advantages of corporate class funds for corporations
- The best methods of funding shareholder agreements
- Using life insurance to minimize passive income and grow assets on a tax deferred basis
- Using Personal Pension Plans to pass on wealth to the next generation, have a fully creditor proof source of retirement income, and save significantly more than possible with RRSPs.
- Tax smart giving strategies to maximize the impact of charitable donations by business owners
This webinar will be of most interest to tax practitioners & accountants, practicing independently or in small to medium sized firms, as well as financial advisors with an advanced level of understanding of topics related to business owners.
Professional Development Credits
Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.
Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or a Recorded Webinar or obtain a refund. For all Live Webinars that are recorded, participants will have access to the recording for three months following the Live Webinar. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.
This Webinar Includes:
- 30 days to review the webinar recording
- PDF version of the presentation slides
Tina Tehranchian, CFP®, CLU®, CH.F.C.®, CIM®, MFA-P™ (Philanthropy)
Senior Wealth Advisor
Assante Capital Management Ltd.
A financial advisor since 1991, Tina Tehranchian, BA, MA, CLU®, CFP®, CHFC®, MFA-PTM (Philanthropy), is a senior wealth advisor at Assante Capital Management Ltd. She specializes in assisting business owners and self-employed professionals grow their wealth and develop sound financial and estate plans. She is also an expert in devising charitable tax planning strategies and helping philanthropic Canadians multiply their bequests to charities while reducing their taxes and leaving greater inheritances for their beneficiaries.
Tina is a FP Canada™ Fellow (formerly Fellow of FPSC™) and was among the first-ever group of Certified Financial Planner (CFP®) professionals in Canada to receive the Fellow of FPSC™ distinction from the Financial Planners Standards Council in 2011.
In 2021, Tina became the first woman and the first Canadian to be selected as the Top Senior Wealth Advisor of the Decade by the International Association of Top Professionals (IAOTP) and in 2020, Tina became the first Canadian to be selected as the Top Senior Wealth Advisor of the Year by the same organization. Amongst the numerous other awards she has received are the Women's Executive Network's Canada's Most Powerful Women : Top 100 Award (2020), Wealth Professional Awards Canadian Advisor of the Year Silver Award (2020), Women in Finance Awards Canada’s Financial Advisor of the Year Award (2019), The International Alliance for Women’s World of Difference Award (2019), and the Brilliant-Minded Women Foundation’s Award for Supporting the Arts (2017).
Tina is often quoted as an expert in her field in major newspapers such as The Globe and Mail, The Toronto Star, The National Post, and The Wall Street Journal, as well as industry-specific magazines like The Investment Executive and The Insurance Journal. She has also been featured on national radio and television stations including BNN, CBC, and CTV as a financial planning expert, and is a frequent contributor to the Canadian Business Journal. In addition, Tina has taught personal financial planning at Centennial College’s Centre for Entrepreneurship for over a decade.
Since 2000, Tina Tehranchian has helped raise over $2 million for various charities and has served on the boards of The McMichael Canadian Art Collection, the Mackenzie Health Foundation, the Fort York Foundation, Seneca College, Art Canada Institute, and the Encyclopaedia Iranica Foundation, amongst other charities. She currently serves on the Fundraising Advisory Board of The Princess Margaret Cancer Foundation and is the chair of the ONE LIFE gala committee, a fundraiser in support of the Foundation.