Practical Considerations for the Investment Income Rules for Private Companies
Seminars
May 23, 2019
Canadian private companies have seen much newsworthy tax reform in recent years. Changes to the tax rules on investment income earned by Canadian-controlled private corporations (CCPCs) result in various pitfalls where there is more than $50,000 of investment income in a year for an associated corporate group that includes a CCPC.
These rules tend to be particularly punitive for corporations or associated groups with an asset value in the range of $3 million - $10 million, including investments such as real estate or securities.
Business owners whose interests fall within this range should take time to revisit their corporate structures. At this seminar, Rob Worthington (Field Law) and Blake Griffith (Griffith & Associates) will discuss:
- The use of Individual Pension Plans to reduce corporate passive income
- Scenarios where the small business deduction is reduced
- Corporate Investment Portfolio Construction strategies to reduce taxation
- Structuring considerations under the new investment income regime
- Today's most attractive insurance strategies to shelter corporate assets from tax
- Family trusts, revisited
Who should attend? Accountants, lawyers and other professionals interested in tips, traps, and strategies for dealing with the investment income rules for Canadian-controlled private corporations.
Registration is limited so register early to guarantee your spot in this intimate and informative session.
This seminar is being co-presented by Field Law and Griffith & Associates.
Date: Thursday, May 23
Time: 8:00 AM - 9:00 AM (breakfast and registration will start at 7:30 AM)
Location: Field Law Calgary (400 - 444 7 AVE SW, Calgary AB)
Cost: Complimentary
For event questions please contact Kate at krieger@fieldlaw.com.