When managing corporate surplus cash, business owners face a delicate balancing act: maximizing investment growth while protecting their capital from market volatility and high corporate tax rates.

This upcoming session explores how to use segregated funds effectively for your business clients. We will cover flow-through tax structures, Capital Dividend Account (CDA) optimization, and how to precisely structure ownership to avoid punitive shareholder benefit traps.

Using practical case studies, we’ll demonstrate advanced planning strategies for sole shareholders, medically uninsurable clients, and protecting a surviving spouse.


CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

CE credit offer available until July 29, 2027.