Flatten the Tax for Corporate Clients

This presentation explores tax-efficient planning strategies for corporate clients, focusing on methods to reduce and stabilize corporate tax exposure while enhancing long-term wealth accumulation and estate value. It examines how passive investment income, corporate taxation, and changes to Small Business Deduction (SBD) rules can impact incorporated business owners and their financial planning objectives. The session highlights the strategic use of life insurance solutions to create tax-advantaged growth, improve corporate asset positioning, and support estate and succession planning goals. Advisors will gain insight into integrating insurance, investment, and corporate planning strategies to help clients preserve capital, improve after-tax outcomes, and manage future tax liabilities more effectively within a corporate structure.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 59m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * CIRO (MFD)- 1 Professional Development credit (in bundles) * CIRO (ID)- 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC - 1 Life credit (in AIC bundles & webcasts) * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Dan Witzke

Since 2011, Dan has been a dedicated professional in the financial industry. He has successfully built his own book of business as a financial advisor and has also led teams, providing coaching and mentorship. Dan is passionate about educating advisors on the critical role of insurance in financial planning. He strives to help them achieve clarity, build confidence and grow their businesses with the right insurance solutions. Dan firmly believes in the power of insurance to offer security and peace of mind, driving meaningful impact in people’s lives. As a Regional Sales Director with Desjardins Insurance, Dan’s main goal is to help advisors find clarity in the chaos of insurance