Knowledge Bureau
PPP101 Personal Pension Planning For Corporate Owner-Managers
In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a powerful tool to deal with wealth succession, business succession, and tax optimization within a corporate environment.
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Opportunity
Why learn this?
Discover 20 advantages that registered pension plans provide business owners that aren't possible with an RRSP.
Skills & Knowledge
What You'll Learn
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 the 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.
Find out how the PPP differs from an IPP.
Curriculum
Course Content
Chapter 1
Introduction: Pension management in the context of the business owner demographic Understanding the differences between RRSP and pension regulatory environments Disadvantages of traditional RRSPs for a family company vs pensions Navigating the Tax on Passive Investments by using a pension solution Concept of Inter-Generational Wealth Transfer: pension surplus at work within a family company How can one improve on the Individual Pension Plan: a review of combination plan solutions Creditor Protection and Bankruptcy Protection in the context of pension plans Fiduciary Oversight: the pension competitive edge How the pension plan fits in with other competing strategies: insurance synergies Investment management for Canadian small businesses Asset allocation, risk assessment, return objectives and how to best maximize the probability for success in the scope of a customized pension plan
Questions?
Frequently Asked Questions
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