Join us for The 2024 October Financial Forum, an exclusive evening, where you'll discover strategies to maximize your wealth, protect your assets, uncover hidden opportunities, and more. Where: ONE Restaurant, 116 Yorkville Ave, Toronto. When: October 3, 2024, 6pm-11pm Speakers include: Melanie Russell, FCPA, FCA, CBV, CIM, CFE, CFF, ABV, FDRPV, Kalex Partners Inc. – Valuation & Forensic Experts. Michael Dutra, TEP, CLU, CFP, Dutra Wealth Management Group. Frank Shostack, B. Franklin Shostack Professional Corporation. This event is limited to 60 attendees, order your tickets today. Tickets include dinner, drinks, admission to all speaker sessions, access to the networking event, and a take-home financial resource kit. For Tickets: https://lnkd.in/gycez3Dp https://lnkd.in/gUX4ubW5 https://lnkd.in/gjvYGpgE or email michael@dutrawealth.com This event will be hosted in the Private Yorkville Room, located in ONE Restaurant. Agenda 6-7pm: Welcome Reception - Enjoy appetizers, refreshments, and networking. 7-7:30pm: Financial Lecture with Michael Dutra, a Trust and Estate Practitioner, Certified Financial Planner, and Chartered Life Underwriter. Michael will deliver an unbiased, in-depth presentation covering: -Solutions to reduce the impact of the new 66% capital gains tax. -Smart approaches for withdrawing assets from your corporation tax-free and tax-efficiently. -Proven methods for lowering the cost of estate taxes, saving you substantial amounts of money. -Reducing the cost of capital gains taxes on your properties when transferring them to your children. -Strategies to build your wealth safely and tax-efficiently. 7:30-8pm: Frank Shostack, Corporate and Tax Lawyer, B. Franklin Shostack Professional Corporation. Frank will deliver a thorough overview of: -Estate freezing and the Lifetime Capital Gains Exemption. -Strategies to avoid probate fees. -Removing passive income assets to qualify for the Lifetime Capital Gains Exemption. -TOSI (Tax on Split Income) and the Kiddie Tax. -The benefits of having a Will and Power of Attorney. 8-8:30pm: Melanie Russell, President, Kalex Partners Inc. – Valuation & Forensic Experts. Melanie will present an insightful talk titled: What to Do if You Don’t Want Your Business to Increase in Value. Many business owners miss opportunities to increase their business’s value before selling. Discover the key factors that influence valuation, what buyers seek when assessing a company's worth, and how to position your business for a seamless, successful sale. 8:30-11pm: Networking & Collaboration Event. Cultivate strategic connections and business relationships with fellow attendees. *Photographers and videographers will be present at this event.
Join us for The 2024 October Financial Forum, an exclusive evening, where you'll discover strategies to maximize your wealth, protect your assets, uncover hidden opportunities, and more. Where: ONE Restaurant, 116 Yorkville Ave, Toronto. When: October 3, 2024, 6pm-11pm Speakers include: Melanie Russell, FCPA, FCA, CBV, CIM, CFE, CFF, ABV, FDRPV, Kalex Partners Inc. – Valuation & Forensic Experts. Michael Dutra, TEP, CLU, CFP, Dutra Wealth Management Group. Frank Shostack, B. Franklin Shostack Professional Corporation. This event is limited to 60 attendees, order your tickets today. Tickets include dinner, drinks, admission to all speaker sessions, access to the networking event, and a take-home financial resource kit. For Tickets: https://lnkd.in/gycez3Dp https://lnkd.in/gUX4ubW5 https://lnkd.in/gjvYGpgE or email michael@dutrawealth.com This event will be hosted in the Private Yorkville Room, located in ONE Restaurant. Agenda 6-7pm: Welcome Reception - Enjoy appetizers, refreshments, and networking. 7-7:30pm: Financial Lecture with Michael Dutra, a Trust and Estate Practitioner, Certified Financial Planner, and Chartered Life Underwriter. Michael will deliver an unbiased, in-depth presentation covering: -Solutions to reduce the impact of the new 66% capital gains tax. -Smart approaches for withdrawing assets from your corporation tax-free and tax-efficiently. -Proven methods for lowering the cost of estate taxes, saving you substantial amounts of money. -Reducing the cost of capital gains taxes on your properties when transferring them to your children. -What role does Artificial Intelligence have in your financial planning? 7:30-8pm: Frank Shostack, Corporate and Tax Lawyer, B. Franklin Shostack Professional Corporation. Frank will deliver a thorough overview of: -Estate freezing and the Lifetime Capital Gains Exemption. -Strategies to avoid probate fees. -Removing passive income assets to qualify for the Lifetime Capital Gains Exemption. -TOSI (Tax on Split Income) and the Kiddie Tax. -The benefits of having a Will and Power of Attorney. 8-8:30pm: Melanie Russell, President, Kalex Partners Inc. – Valuation & Forensic Experts. Melanie will present an insightful talk titled: What to Do if You Don’t Want Your Business to Increase in Value. Many business owners miss opportunities to increase their business’s value before selling. Discover the key factors that influence valuation, what buyers seek when assessing a company's worth, and how to position your business for a seamless, successful sale. 8:30-11pm: Networking & Collaboration Event. Cultivate strategic connections and business relationships with fellow attendees. *Photographers and videographers will be present at this event. **This event is not intended for licensed financial advisors or related professionals. We appreciate your understanding.