Attend our Seminar
December 3rd, 2024, at 7:00PM
Old House Resort & Spa
Grand Fir Room
1730 Riverside Lane, Courtenay BC V9N 8C7
We encourage you to invite a guest that you believe would benefit from an introduction to Old House CPA and Bailey & Associates Wealth Management.
Engage in an evening filled with knowledge shared by experts, alongside fellow business owners, complemented by a delicious tapas menu.
Join Chartered Professional Accountant Jeremy Andersen and Certified Financial Planner Lawrence Bailey on December 3rd at 7:00PM PST as we explore critical questions to consider regarding incorporation, including taxation, budgeting and cash flow management and the unique planning opportunities that come with business ownership.
An ideal opportunity for professionals, business owners and anyone currently considering incorporation or going into business on their own.
We will discuss
- Pros and cons of different forms of business ownership
- Taxation on income earned through different forms of business ownership
- When is the right time to incorporate
- Income Splitting
- Essential questions that business owners should ask themselves to guide their planning
- Methods to monetize the value of their business during retirement
- Risk Management, employment issues and more
Jeremy Andersen
CPA® CA® MBA®
Old House CPA
Lawrence Bailey
CFP® BA® RRC®
Bailey & Associates Wealth Management
