Independent Contractors and Businesses Association (ICBA)

Tax-Efficient Investing for Incorporated Business Owners (Live Online Training)
Date
Thursday, May 26th, 2022
Registration Deadline
Thursday, May 26th, 2022
Event Description
Are you an incorporated business owner? If so, this session is meant for you!
 
At this workshop, you will learn how Corporate Class Investments can:
 
Help circumvent the Passive Income Rules and potentially save you up to $80,000 in taxes year after year
Reduce the tax liability from your investment income by up to 50%
Help facilitate the withdrawal of tax-free capital dividends from your corporation
 
This session contains approximately 45 minutes of content, with 10-15 minutes added for questions and answers. 
 
Disclaimer: The content of this presentation is for informational purposes only and should not be construed as legal advice.
 
Duration:  One hours (1 Hours) of virtual presentation and Q&A.
Workshop Time: 8:30 -9:30 AM. 
Delivery Method:  Virtual Session – Zoom 
Course Fee Includes: Access to the workshop
 
This course is delivered in partnership with local and provincial construction associations across Canada. You will be participating with a group of industry peers from multiple regions.
 
Prerequisites:
There are no prerequisites for this course.  
 
Who Should Attend? 
Anyone who is an incorporated business owner and would like to learn more about tax-efficient investing.
 
Presenters:
Gilbert Lam, BA, CFP, FMA, CIM, RIAC | Investment Advisor for CIBC Wood Gundy
Raymond Shum, FCSI | Senior Investment Advisor for CIBC Wood Gundy
 
Contact & Support

For support or inquiries, please email [email protected] or call 604-298-7795 during regular business hours.

Pricing
All prices in Canadian dollars
Ticket Price
Attendee Registration For Workshop
ICBA Members $29.00
CHBA Northern BC Members $29.00
Merit Members $29.00
Non-Members $59.00
Sharing a single registration between two or more individuals is not permitted. Please register each person that will be in attendance.
Agenda (Pacific Time)
8:30am - 9:30am
Workshop
Additional Information

Technical Requirements:

1.       Computer or laptop

a.      This course will involve on-screen interaction with your instructor and classmates, reading/viewing on-screen content (slides or videos), and interacting via typing with questions or responses. For this reason, cellphones may not be adequate.

b.      Windows 10 or Mac iOS

2.      Webcam – in order to engage and collaborate, participants will be expected to have their webcams on for the duration of the class

3.      Microphone

4.      Internet connection - For best results, you will want to ensure you have an internet connection with an upload/download speed of 3-5 Mbps. You can test your internet speed here. Minimum recommended speed is 1.5 Mbps, but anything below 3 Mbps may result in loss of quality or buffering. Ideally hardwired connection versus wireless for stability - connect your computer directly to your router using an ethernet cable, rather than using your home wi-fi.

5.      A quiet space with minimal distractions - microphone will be engaged for interactive sessions. Please plan to be fully engaged in the class and clear your work schedule just as you would for the in-class program. 

6.      Comfortable chair

Cancellation &
Refund Policy

COURSE REGISTRATION CANCELLATIONS, TRANSFERS & REFUNDS:

 

Cancellations received at least 7 business days prior to the webinar date will result in a full refund.

 

Registrants who do not attend/log into a webinar, and/or who do not notify ICBA of cancellation at least 7 full business days prior to the course date will be assessed the full cost of the webinar. There will be no refunds, transfers, or credits in this case.

 

Substitution of attendees is permitted up to and including the day of the webinar.

 

COURSE CANCELLATION BY ICBA:

 

ICBA may have to postpone or cancel webinars due to insufficient enrolment, in which case ICBA’s liability will be limited to a refund of the registration fee.

 
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