In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a power tool to deal with wealth succession, business succession and tax optimization within a corporate environment.
Chapter 1 | Introduction to Pension Management
Chapter 2 | RRSP vs Pension Regulatory Environments
Chapter 3 | Disadvantages: RRSPs for Family Company
Chapter 4 | Navigating Tax on Passive Investments
Chapter 5 | Inter-generational Wealth
Chapter 6 | Combination Plan Solutions
Chapter 7 | Creditor and Bankruptcy Protection
Chapter 9 | Pension Fit with Competing Strategies
Chapter 10| Investment Management for Canadian Small Business
Chapter 11| Success with a Customized Pension Plan
This course will be of particular interest to industry participants seeking to provide tax and retirement strategies for business owners by utilizing Defined Benefit and Defined Contribution pension plans.
How to find significant tax deductions by upgrading clients from RRSPs to pension solutions
How to use pension solutions within broader planning exercises such as sale of business or transition to the next generation
Constructing portfolios within the parameters allowable by the provisions set-forth in the Income Tax Act that can maximize the benefit of pensions.
Personal course selection consultation
Virtual campus orientation
Lesson and study plans
Personal instructor email support
Comprehensive Knowledge Journal
EverGreen Online Research Library
Knowledge Bureau calculators
Testing and certification
All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.
Knowledge Bureau | 30 CPE credits
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Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.
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