Tax-efficient Planning for Farm and Business Owners

Are you looking for ways to optimize the tax planning that can benefit your business? Join our upcoming seminar on March 19, 2025, on Tax-efficient Planning for Farm and Business Owners.
 
This insightful presentation will explore tax-saving strategies specifically designed for farm and business owners. From integrating personal and business planning to reducing tax liabilities on passive assets, we’ll cover it all! Get ready to discover the knowledge and tools to help you grow wealth tax-efficiently and protect your business during transitions. Also Included will be Information on shareholder and buy sell agreements.
 
Guest Speakers:
Edith Frison - MNP
Karla Dane - Meighan Haddad
Jesse Peikoff - Estate and Financial Planning specialist from Sun Life
 
Sign up today! RSVP to shawn.taylor@sunlife.com by March 5th, 2025