Business succession planning and new capital gains tax rules

BlueShore’s goal is to help you improve your financial wellness and that begins with knowledge. In the ever-changing financial landscape, it can be a challenge to keep up with the things you need to know and do and any new changes or rules. Our webinar series has been designed to help keep you up-to-date and informed.

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In October, BlueShore is hosting two webinars on topics of interest and importance to many of our clients. Register now for one or both of these complimentary hour-long sessions and learn from the experts.

 

Webinar: Succession Planning for Small Business Owners

Recorded Wednesday, October 09, 2024

As a small business owner, your business is your life’s work, your passion, your legacy. If succession is planned out properly, it can secure a comfortable retirement for you down the road. Get the advice you need today to start working on your plan, so you can get the most out of your business for your retirement years. 

Tune in as our team of business, financial and accounting experts for this complimentary one-hour recorded webinar focused on succession planning for small business owners. You’ll get practical strategies and advice from Anna Plut, business advisor at BlueShore Financial, Anna Solnickova, accounting professional with CFO Consulting and Candice Hartwell, succession planning expert from VEER Business Advisors.

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Webinar: New Tax Rules on Capital Gains

Recorded Thursday, October 24, 2024

Canada’s capital gains tax rules changed in June 2024. If you are planning to sell or transfer any investments, holdings, properties or a business, you could be facing a much bigger tax bill than before. Learn how you can keep more of what you’ve worked so hard to earn.

Watch this recorded webinar featuring Tyler Fichtner, Investment Advisor, and Kimberly Lamoureux, Financial Advisor, from BlueShore Financial with tax and accounting advice from guest speakers Janice Tai, Partner, and Julia Parciak, Manager from accounting firm Cahill CPA.

Watch Now

 

Improve your financial knowledge

Helping you achieve greater financial wellness, plan for your future and elevate your financial literacy are all part of our mission at BlueShore Financial. Explore our online Advice Hub for helpful articles, recorded webinars, and more tips and advice on a wide range of financial topics.

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Tyler Fichtner
Investment Advisor

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