Succession Planning Full Day Live Webinar
Please click the above link for more information on the topic descriptions and how to register.
15 Sep 2020, 9:00 AM
8.5 CPD hours
1. Children, Charity and CRA - how will your client's estate be distributed to the 3 Cs? (9:00 a.m. to 10:00 a.m.)
takes you away from day to day compliance to help you contemplate the future
resolution of your client's estate. During the one hour we'll show
how a properly structured life insurance strategy can leave much more to
Children or Charity and less to CRA.
Speaker: Jordan Matters, CPA, CA, CIM & Doug Leyland of CPA, CA, MBA of Leyland Insurance Solutions
2. Canada & US Tax Update 2020 (10:05 a.m. to 11:05 a.m.)
Speaker: Jamie Golombek, CPA, CFP, CLU, Managing Director, Tax & Estate Planning with CIBC
3. The Role of Valuations in Succession Planning (11:10 a.m. to 12:10 p.m.)
Speaker: Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV of Kalex Valuations Inc.
4. What Does Long-Term Care Really Mean? (12:15 p.m. to 1:15 p.m.)
Speaker: Karen Henderson, CPCA of Long Term Care Planning Network
5. Tax strategies to implement when looking at a succession plan (1:15 p.m. to 2:15 p.m.)
- The mechanics of an estate freeze
- Bringing employees into the business
- Tax strategies generally employed when conducting an Merger/Acquisition (M&A transaction).
- Various tax traps when conducting a succession plan
Speaker: Alex Ghani, CPA CA, CGA, CPA (Texas) of CPA Solutions LLP
6. Find Your Exit (2:20 p.m. to 3:20 p.m.)
The strong habits that have enabled owners to become successful now stand in the way of them exiting their business.
This presentation lays out seven strategies that help owners build value and ensure their business thrives without them.
Speaker: John Hotson: Partner and Marketing Strategist – Business Transition Alliance
7. The Emotional Side of Family Business Transfer (3:25 p.m. to 4:25 p.m.)
Speaker: Maria Milanetti, CHRL, ACPC, CFBA of MarchFifteen Consulting
8. Healthcare Coverage for Small Businesses in 2020 - 3 Strategies that Protect Your Clients, Their Business and Their Future (4:30 p.m. to 5:30 p.m.)
In this session we will cover:
- When is the right time to set up a group benefit plan in your clients business?
- What is the biggest risk they need to be aware of and protect against?
- 3 Strategies…. that provide the money and medical care your small business clients need
Speaker: Aviva Abraham, CPA of Creative Planning Financial Group
We look forward to seeing you at our upcoming events. Should you have any ideas for topics, speakers, sponsorship or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.
Please note: For best audio quality, we recommend using external speakers or headphones.
About the Instructor(s)
Aviva Abraham started her career in New York City as a CPA at Grant Thornton. In 2009 she switched careers, joining Creative Planning Financial Group in mid-town Toronto.
As a group benefits and insurance advisor, Aviva specializes in offering innovative healthcare and insurance solutions specifically designed for Small Business Owners across Ontario . She works diligently with clients not only to address these issues, but to prevent them, showing clients how to get access to timely medical care and save money on medical expenses. For the past ten years Aviva has also been active in various groups and community organizations focused on helping entrepreneurs and business owners: Groyourbiz, Forum for Women Entrepreneurs, and The Experion Group.
CPA CA, CGA, CPA (Texas)
Alex is a member of the Institute of Chartered Accountants of Ontario (CA), the Certified General Accountants of Ontario (CGA), and is a Certified Public Accountant (CPA), licensed to practice public accounting by the State of Texas. He has completed all three levels of the CICA In-Depth Tax Course.
He has over 17 years of experience working in the accounting departments of large companies and as a public practitioner. Over the years Alex helped many private clients with their tax structuring and estate planning needs.
Furthermore, Alex also assists in Canadian and US tax compliance and various other tax related matters.
Alex is heavily involved in the tax community and is a member of the Canadian Tax Foundation (CTF) where he has published articles for the CTF and presented at various events for the CTF.
In addition to this Alex has also presented at events for CPA Ontario and other industry specific events finally, he also facilitates for the CPA Canada In depth tax course.
Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC in Toronto. As a member of the CIBC Financial Planning & Advice, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions. He joined the firm in 2008 after 12 years with a global investment company, where he was involved in both internal and external consulting on all areas of taxation and estate planning.
Jamie has also worked for Deloitte’s as a tax specialist in the Toronto office, where he specialized in both personal and corporate tax planning. Jamie is quoted frequently in the national media as an expert on taxation, writes a weekly column called “Tax Expert” in the National Post, has appeared as a guest on BNN, CTV News, and The National and has been a regular personal finance guest on The Marilyn Denis Show.
He received his B.Com. from McGill University, earned his CPA designation in Ontario and qualified as a U.S. CPA in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations.
Jamie is a recipient of CPA Ontario’s Award of Distinction, which honours those CPAs who have made an early impact, bringing distinction to themselves and to their profession through leadership and achievement in their professional, community and/or personal lives.
Jamie is a past chair of the Investment Funds Institute of Canada’s Tax Working Group as well as a member of CPA Ontario, the Illinois CPA Society, the Estate Planning Council of Toronto, the Canadian Tax Foundation and the Society of Trust and Estate Practitioners.
Jamie also teaches an MBA course in Personal Finance at the Schulich School of Business at York University in Toronto.
Karen Henderson Hon BA, CPCA
Long Term Care Planning Network
Karen’s father died of the flu 20 years ago in a long term care home. As the result of this life changing dementia care experience, Karen founded the Long Term Care Planning Network, Canada’s leading resource centre for ageing and long term care planning and education. Her seminar series, web site and print tools are recognized as key long term care educational resources for Canadians, their families and their professional advisors.
For over 25 years Karen has been a well-known speaker, educator, publisher and consultant in the field of long term care. Over the years she has sat on many not-for-profit/government committees concerned with ageing, Alzheimer’s disease, and elder abuse. She has created courses on ageing/long term care planning for major financial services organizations and contributed chapters to other professional courses on all aspects of caregiving and long term care.
Since the inception of COVID-19 Karen has been listening to Canadians’ worries about their long term health care system and is now spending more time advocating for seniors and educating both Canadians and their advisors about the uncertain care options in an ever changing world.
John Hotson is a speaker, entrepreneur, business strategist and advisor to business owners. Over the past 35 years John has started seven companies, worked with senior business professionals in dozens of industries, and given hundreds of presentations and speeches.
John has over 35 years of experience in Marketing and Communications with Canadian companies. In his role as Director of Marketing for Nortel Networks, he started up and ran a retail business unit for the company in Canada and the US. After building the brand to number one in Canada, John oversaw the sale of the business to a well-known international electronics company.
After leaving Nortel John became a founding partner in one of Canada’s foremost communications firms, specializing in helping clients maximize the value of their business through strategic investor communications. His clients included Atomic Energy of Canada Ltd. (AECL), CIBC, Ontario Hydro, the Ontario Securities Commission (OSC), McDonald’s Canada, the Duke of Edinburgh’s Awards Program, Magna International, Toronto Parks and Trees Foundation and University of Toronto.
John is a founding partner of the Business Transition Alliance (BTA). BTA works hands-on with business owners of private companies to help them develop and implement effective strategies that increase the value, growth and profitability of their business.
Doug entered the securities industry in 1987 and in 2000 he established yourCFO Advisory Group & yourCFO Wealth Management - an independent, integrated wealth management platform catering to the needs of high net worth individuals, executives, and business owners. In February of 2015 Doug transitioned yourCFO Wealth Management operations to the newly established Leyland Insurance Solutions Inc., where estate, tax planning, and insurance services are provided to current and future clients. In addition to being a Chartered Accountant, Doug also holds an Honours Bachelor of Business Administration degree as well as a Master’s of Business Administration. Doug has co-chaired the Hamilton & Burlington United Way Leadership Division, with hockey legend Bobby Orr, and he has served on the Investment Committee of The Burlington Community Foundation. In 2013, Doug, his wife Cathy, and his children Andrew and Claire, climbed Mount Kilimanjaro to help raise funds for those living with MS in the Halton Region.
Jordan MattersJordan entered the insurance and securities industry after working at a mid-sized public accounting firm where he focused on accounting and taxation of owner managed companies. He obtained his designation as a Chartered Accountant after earning an Honours Bachelor of Accounting degree from Brock University and has since obtained his Chartered Investment Manager (CIM) designation. Jordan draws on his experience to create integrated financial planning solutions that incorporate all aspects of a client’s financial spectrum. Jordan serves as Treasurer for both the Estate Planners' Council of Halton as well as Shifra Homes Inc.
Maria Milanetti, Partner at MarchFifteen Consulting, is an Executive Coach and Senior Organizational Development and Management Consultant with over 20 years of experience. She has mastery in Coaching, Leadership Assessments, Talent Management and Succession Planning. She works with clients in both the public and private sector.
Maria specializes in helping leaders to take their organization to the next level of accomplishment and achievement. As a coach and consultant, she has worked internationally with large clients, including: banks, financial organizations, sports companies, mining and consumer goods. She is experienced at working across cultures and geographies.
Maria is most passionate about helping clients to progress in their leadership journey through helping them to:
▪ Build self-awareness and effectiveness in the situations they find themselves in
▪ Identify, develop, and get excited about their ambitions for themselves and their organizations
▪ Recognize their strengths and talents and identify key areas for development and potential