Insurance Strategy for Reducing Taxes on Canadian Businesses
Wednesday September 14, 2016 - 7:30pm
Location: Yummy Grill Restaurant, 531 Atkinson Ave., Thornhill, Ontario
Fee: $15/pp includes refreshments
This presentation will discuss the complexities associated with investment holding companies and the tax implications associated with death. It will also discuss what double taxation is, and the solutions available. This presentation will also discuss how life insurance complements these transactions and also enhances net estate values. In addition, this presentation will discuss the implications of the exempt test changes around life insurance.
Our presenter, Jim Corrigan began his career as an agent for the Paul Revere Life Insurance Company in 1984, specializing in disability income products and life insurance. He achieved his RHU designation in 1989 and his CLU designation in 2003. In 1990, Jim incorporated Corrigan Insurance & Benefits Planning Inc. to better serve both new and existing clients with services that include Employee Benefits and Pension programs, International Benefits (for Canadian Corporations operating internationally), Succession Planning, Executive Compensation and Estate and Financial Planning.
Jim has also authored numerous articles in the “Canadian HR Reporter” and “Benefits Canada” on such topics as Disability Insurance, International Benefits and Disability Management. In 2001, ‘The Living Benefits Group’ evolved allowing Jim and his associates to merge their years of experience and product knowledge into the market place to promote a unique and integrated approach to Disability Management.
Friends are welcome and networking encouraged!
Rick Vender, P.Eng.
Program Director – PEO York Chapter