Professional Corporations & Tax Efficient Strategies

Join Francois Helou, B.Eng., MBA, CFA, on May 31, 2017 as he engages participants in:

  • Understand the components involved in starting or owning a business
  • Establish what it means to professionally incorporate a business

    • What's involved in incorporating?
    • How do you set up a Professional Corporation
    • What are the College of Occupational Therapists of Ontario's requirements?
    • What are the advantages and other considerations of professionally incorporating?
    • Employee vs. independent contractor - where a PC applies
  • Discuss the tax benefits of owning your own business and incorporating
  • Income distirbution and living benefit strategies with a PC
  • Clarify the components of estate planning when owning a business

Target Audience:

Occupational Therapists who currently own or are interested in starting their own business.

About our Presenter:

Francois Helou has held senior positions and led capital market groups at Canadian financial institutions for 25 years. He works closely with institutional and corporate clients to establish risk management and investment solutions involving fixed income, equity, foreign exchange, and commodity. He also spearheaded the design and launch of various investment produces in Canada. He hosted financial seminars and educational workshops for investors across Canada. Francois holds an engineering degree from L'Universite Laval, an MBA from McGill University and the Chartered Financial Analyst (CFA) designation.

Fees:

Members: Complimentary

Non Member: $25

All fees are plus HST.

Refund Policy: Refunds will be given provided that a request is received by the Ontario Society of Occupational Therapists no less than 10 business days prior to the event. Refunds will be given in full less a $10.00 administrative charge.
When
5/31/2017
Online registration not available.

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