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Protecting Your Legacy: Pass Along Wealth While Minimizing Taxes

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Family Business Atlantic is inviting you to a scheduled Zoom meeting.
https://us06web.zoom.us/j/89779355440?pwd=BwVVIF2UAAsreanyI2AExFRfCB0i0Y.1
Meeting ID: 897 7935 5440
Passcode: 488509
Find your local number: https://us06web.zoom.us/u/kbjgzNWig
  

Embarking on the journey of passing your hard-earned business to the next generation? Navigate through the intricate labyrinth of tax and wealth transition with ease and astuteness! Join our exclusive webinar tailor-made for family-owned enterprises, unraveling the potent strategies of Corporate Owned Permanent Life Insurance and the Capital Dividend Account (CDA) to foster a seamless and tax-efficient business succession.

Discover how to ingeniously leverage these tools to preserve the economic vitality of your business, safeguard your wealth, and ensure a harmonious transition, all while mitigating the often-daunting tax implications. Hear from our seasoned experts, who have sculpted victorious transition stories, ensuring legacies live on, undiminished through generations!

Who Should Attend?

  • Family Business Owners: Steer your ship wisely through the challenging waves of business transition.
  • Next-Gen Leaders: Equip yourself with knowledge to steward your legacy adeptly.
  • Financial Advisors: Enhance your toolbox with strategies to facilitate impeccable succession planning for your clientele.
  • Tax Professionals: Stay ahead of the curve with advanced, tax-minimizing strategies tailored for family businesses.
  • Legal Advisors: Gain insights to synchronize your legal advice with tax-savvy strategies, providing a holistic approach to your clients.

Why Attend?

Deep Dive into Strategies: Unpack the nuances of integrating Life Insurance and CDA into your succession plan.

Expert Insights: Learn from the maestros who have architected tax-efficient transitions in the real business world.

Network and Connect: Engage with a community navigating similar challenges in the family business landscape.

Practical Tools: Walk away with actionable insights and tangible tools to implement in your succession plan.

Secure Your Legacy: Shape a future where your legacy thrives across generations with minimized tax hassles.

Reserve your spot now and take a decisive step towards enshrouding your family business with protection, ensuring its perpetuity and vitality through generations to come. Let’s build a future where your legacy doesn’t merely survive but thrives!

Register Today: Your Legacy Deserves Perpetuity!

Our Presenters:

Kelly Adams - Adam's Wealth Advisory

Kelly received his Bachelor of Commerce from Saint Mary’s University in 1977 and in May of that year he joined the financial services industry.  At the age of 26 Kelly was appointed general manager for Nova Scotia of one of Canada’s leading insurance companies. At the age of 29 he became general manager for Manulife Financial for Nova Scotia and Newfoundland from 1985 to 1999.  In 2000, Kelly founded Barrington Wealth Partners Inc.  Barrington Wealth Partners Inc. is a national company with 36 offices from Halifax to Vancouver.  Barrington is recognized throughout Canada for its expertise in estate and succession planning for high net worth clients.

Kelly is licensed in Nova Scotia, Ontario, New Brunswick and Newfoundland, and has built a strong reputation working with chartered accountants and law firms throughout Eastern Canada.  As a completely independent insurance broker, Kelly’s firm is directly contracted with 12 National Life Insurance carriers.

Kelly’s professional designations include Chartered Life Underwriter (CLU); Certified Financial Planner (CFP); Chartered Financial Consultant (ChFC); and FamilyEnterprise Advisor (FEA).   He is a member of the National Family-Enterprise-Xchange (FEX) and is a Certified Family Councillor with FEX. In December of 2012 Kelly also completed the Family Enterprise Advisor Program given by The Sauder School of Business of UBC. This past President of the Halifax Estate Planning Council has been a platform speaker throughout Canada on estate, life insurance and family succession planning.  His audiences have included The Canadian Barrister Association; Ontario and Atlantic Life Underwriters School; Toronto CLU chapter; STEP Atlantic (Society of Trust and Estate Practitioners) and numerous other professional and client forums including Hong Kong, Singapore and Manila in 1995.

Additionally, Kelly is a member of the Canadian Association of Insurance and Financial Advisors; the Chartered Life Underwriters Association of Canada; the Chartered Financial Planners Association of Canada; a member of the board of the National Conference for Advanced Life Underwriting (CALU). Chairman of the board of Barrington Wealth Partners Inc.  As of May of 2012 Kelly is a member of the Advisory Committee to the Centre for Family Businesses and Regional Prosperity Dalhousie University. Kelly is also volunteer board member of The Cobequid Community Health Centre Foundation, Board Chair 2015-2018.

Jim MacGowan, FCPA, FCA,TEP

Jim is a retired senior tax partner in the Deloitte Atlantic practice. Prior to retiring, he was one of the leading private company tax practitioners in the firm serving high net worth clients across the country. Previously, Jim spent five years in Calgary as the Managing Partner of the Alberta Private Company Services practice. In this capacity, Jim oversaw the delivery of all professional services to some of the largest private companies in Western Canada. During the same period, Jim was also the national leader of Deloitte’s Private Company Service Tax practice, the largest of its kind in the country. Before his time in Calgary, Jim was the Director of Operations of the Atlantic tax practice of Deloitte and a member of the National Tax Executive Committee of the firm.

In retirement, Jim continues to serve high net worth clients across the country. In particular, he specializes in providing advanced tax planning for private companies and the shareholders, tax and estate planning for high net worth clients with a special emphasis on life insurance planning.

Over the past three years, Jim has worked with many of the most successful insurance advisors in the country and spoken throughout North America and the Caribbean on dealing with accountants and various other insurance subjects.

  


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Zoom Nov 29 event
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Wednesday, November 29, 2023 13:00 - 14:15
(Atlantic Standard Time)
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