Corporate Owner-Manager Training: November 5

There are many reasons not to miss the November 5 CE Summit.  First, there is the November 4 Federal Budget Analysis and Advanced Year End Tax Planning Synopsis. But in addition, for anyone who ever wanted to truly understand corporate owner-manager taxation, don’t miss the Advanced Corporate Owner Manager  Planning Tutorial included in this session.   Take a look at the 17 critical topics you need to know to work with business owner clients:

1. When to Incorporate – Advantages and Disadvantages
2. Personal Services Businesses – Incorporated “Employees”?  Tax Traps for consultants, engineers, accountants, lawyers 
3. Incorporated Owner-Manager Compensation Options? Optimizing salary, dividends, bonus, benefits
4. Personal – corporate tax integration – How Imperfect is it?
5. Hiring Family – Tax on Split Income
6. What is “Safe Income on Hand” and Why is This Important?
7. How to Calculate Capital Dividends (the CDA Account)?
8. Calculating Taxable Benefits – Personal Use of Auto, Stock Options
9. Shareholder Loans – What are the Tax Traps
10. Calculating the Lifetime Capital Gains Deduction
11. CCPC Concepts:  ABIL, Refundable Tax Pools
12. Small Business Deduction Grind
13. Associated Corporations
14. Mature Business Issues – Holding Company Structures
15. AMT Issues on Sale of Business
16. Employee Ownership Trusts
17. Intergenerational Business Transfers

Our instructor, Leanne Rodrigo is VP, Accounting and Tax Group at BULLWEALTH.

With over 12 years of experience, Leanne provides integrated Canadian accounting and tax planning strategies to our personal, corporate, and trusts and estate clients. Prior to joining BULLWEALTH, Leanne held positions at PwC, Grant Thornton and Cadesky Tax, specializing in succession, trust, and estate planning, while at BULLWEALTH, Leanne will leverage her past experiences to assist our clients with their overall personal and corporate tax planning, business succession, and trust and estate planning strategies.

Leanne is a graduate from the University of Western Ontario, with a major in finance and a minor in economics. She is a Chartered Professional Accountant (CPA, CA) and is currently pursuing her Trust and Estate Practitioner (TEP) designation. Leanne serves on the board as a Governor of the Canadian Tax Foundation (CTF) and was formerly the Chair of the Young Practitioner’s CTF Group in Mississauga.

Leanne enjoys public speaking and educating others in the area of tax. She has published articles in CTF’s Canadian Tax Focus and International Tax Highlights.

This Summit is the first in a four-part series leading to the CE Summit–Advisory Diploma, with upcoming sessions in January, May, and September 2026. Early bird tuition savings are available until October 22.

Check out our new brochure!

Learn more and register online or call 1.866.953.4769 – Act by October 22!