TRIIPSS Webinars

Running a Small Business: New Rules 
Part 3 - Corporate Owned Life Insurance and Personal Estates

Corporations may provide benefits or be perceived as providing benefits to shareholders, key employees and their families. This may trigger unanticipated legal and tax consequences. Join Peter Wouters as he takes a deeper look at individual policies owned and/or paid for by the company at the time of purchase and the legal and tax implications of transferring policies or flowing benefits to family members for personal estate planning needs.

Running a Small Business: New Rules 
Part 2 - Targeted Shareholder Employee Benefit Plans, 
Options and Opportunities

In this webinar Peter Wouters discusses targeted shareholder employee benefit plans as options to holding retained earnings destined to provide retirement cash flow, and trusts that offer benefits for select employees. Attendees will gain a new understanding of the ramifications of the proposals and options they can discuss with small business shareholders.

Running a Small Business: New Rules Part 1 - Income Splitting & Passive Income

This session provides an overview of the proposals, changes and updates dealing with income splitting and passive income as well as concerns, cautions and opportunities for business clients and their advisors. Attendees will gain a clearer understanding of the ramifications of the proposals through a series of case studies. The session will also cover some next steps for advisors and their clients. 

The 90% Retirement Income Factor

Did you know that 98% of aging Canadians want a lifetime income but only 30% of advisors are discussing guaranteed income with their clients? Join Peter Wouters and Geoff Gibson as they explore guaranteed income product solutions that can solve your client’s need for predictable lifetime income. Find out what the 90% Retirement Income Factor means to your business.

Federal Proposals Taxing Private Corporations Update:
Overview, Concerns, Cautions and Opportunities

Attendees will gain a clearer understanding of the ramifications of the proposals through a series of case studies. The session will also cover updates and changes to the original proposals and some next steps for practitioners and their clients.

Seven Sins of Succession Planning

Advisors frequently fall into the temptation of letting time sneak up on them as they approach retirement. Many are comfortable running their day-to-day business with the overconfident expectation that the sale of their practice will be smooth and seamless. This Webinar shares the seven sins of succession planning and what can be done to avoid them.

Beneficiary Blow-ups

It is important to take the ‘big picture’ into account when estate planning. Short-sighted thinking, when naming beneficiaries, may result in beneficiary blow-ups.  Peter Wouters will help you navigate strategies and avoid potential pitfalls.



Understanding Taxation of Funds

When your clients receive their statements and tax slips, they may have questions. Peter Wouters will help you understand the reporting and taxation of growth, income and cash flow from investment funds to help you answer their questions.