Succession Planning & Reducing Taxes
Private Breakfast for BC Business Owners
Overview
You’re probably overpaying tax.
Not because you made a mistake. Because no one showed you a better way.
How business owners accidentally overpay millions.
- Your structure might be outdated
- Your exit might be inefficient
- Your “plan” might not actually be a plan
And the hardest part?
You won’t know… until it’s too late to fix cleanly.
Smart owners are doing this differently.
The question is:
Are you one of them?
Join a private session for BC business owners.
Learn:
- Where you may be losing money right now
- How top owners structure for better outcomes
- What actually happens when you exit
If you care about what you keep—not just what you earn—this matters.
Seats are limited.
Agenda
07:15am - 07:45am | Registration,Breakfast & Coffee
Check in, grab a curated buffet breakfast, and get settled before the session begins.
07:45am - 09:30am | Executive Business Owner Session
Enjoy the session on succession planning and tax strategies with Aaron and Brad while seated.
FAQs
Who is this event for?
This event is designed for business owners and accountants interested in tax efficiency, succession planning, and long-term wealth strategies.
What will I learn?
This session is designed to give business owners and professionals practical insights into tax and succession planning. Topics include:
- Passive investment tax rates
- Capital Gains tax on share dispositions
- Tax ranges with and without planning
- Succession vs Continuation planning
- Equalization planning for non shareholder children
- Retirement from a business
- Using Holdco/OPCO and Trust structures
- Buy sell agreements and planning Life insurance as a planning tool for business owners
Is this a sales presentation?
No. This is an educational session focused on sharing practical strategies and insights. There is no obligation to purchase any services.
Will breakfast be provided?
Yes, a curated buffet breakfast will be served. Guests are welcome to grab their meal, sit down, and enjoy it while listening to the session.
Where is the event located?
The event will be held at Bacchus Restaurant inside the Wedgewood Hotel, located at 845 Hornby St, Vancouver, BC V6Z 1V1.
Will there be networking opportunities?
Yes, attendees will have opportunities to connect with other business owners and professionals before and during the session.
