Estate Planning for Business Owners: Separating Myth from Reality
5096 South Service Road, Suite 102, Burlington
We invite you to join us for an engaging and practical discussion focused on estate planning considerations for privately owned businesses and their shareholders.
This complimentary one-hour webinar, presented by Krista Burch, CPA, CA, TEP, Tax Partner at Bateman MacKay LLP, will explore the realities of estate planning for business owners, including what estate planning actually is, what it is not, and why proactive planning matters long before a transition event occurs.
During this session, Krista will discuss:
- Common misconceptions surrounding estate planning
- Key life and business triggers that should prompt planning discussions
- Who can benefit from estate planning and the potential advantages
- Practical “low-hanging fruit” opportunities business owners often overlook
- Strategies to help protect family wealth and business continuity
- Questions business owners should be asking now, not later
The presentation will also include an interactive Q&A session where attendees can ask questions and discuss specific planning considerations.
Why attend
Many business owners delay estate planning because they believe it only applies later in life or during a business sale. In reality, proactive planning can create significant tax efficiencies, reduce future complications, and provide greater clarity for families and stakeholders. This session is designed to provide practical insights and actionable considerations for privately held businesses.
Who should attend
- Owners and executives of privately held Canadian companies
- Family business operators preparing for future transitions
- CFOs, controllers, and finance leaders involved in succession discussions
- Lawyers, wealth advisors, and other centres of influence supporting private business owners
Register
Register here or contact Chris Pickard at cpickard@batemanmackay.com or (905) 632-2968.
When registering, please indicate whether you would prefer to attend virtually or in person and feel free to submit any questions you would like addressed during the session.
