SETTING UP FAMILY TRUST TO SAVE ON TAXES

SETTING UP A FAMILY TRUST TO SAVE ON TAXES

Wednesday, July 8, 2020 | 7:00 PM EST
Ryan Son Kee – Investment Advisor

SAVE ON TAXES – SETUP FAMILY TRUST

ABOUT THE WEBINAR

As dental professionals, what’s your biggest expense?

It’s not your lease payment, your car, or even mortgage. Your biggest expense is your taxes. It takes a huge cut in your income.

However, it’s difficult for you to optimize your financial strategy because you’re too busy running the business. You love to do dentistry but you don’t like to do accounting. Yet, it is critical for you to have the right strategy to save thousands of dollars.

One of the financial instruments you can take advantage of is setting up a family trust. With this, you can defer tax obligations and within this trust, you can put it on your vacation, education for your kids, and other expenses of your family.

In this 60-Minute webinar, you will learn the:

  1. benefits of family trust and how to set it up
  2. different options to manage your wealth
  3. best ways to invest in a practice or dental corporation

Start building your wealth now, save on taxes, retire happily, and leave a legacy for your family.

REGISTER NOW

$79 – 1 CE Credit

SPEAKER BIO

Ryan Son Kee

Investment Advisor

Ryan brings over 15 years of experience as a financial industry professional and actuary to his role as an Investment Advisor. He provides an exclusive list of clients with comprehensive wealth management services and solutions, so they can spend their time doing what matter most to them. He specializes in working with senior executives, business owners, actuaries and professionals in tech, media, medicine, and law.

SETTING UP A FAMILY TRUST TO SAVE ON TAXES

Wednesday, July 8, 2020 | 7:00 PM EST
Ryan Son Kee – Investment Advisor

REGISTER NOW

$79 – 1 CE Credit

For questions or comments contact:

Sherry Smith
[email protected]entistrybusiness.com
49 Colborne St Lower Level, Toronto, ON M5E 1C6
1(888) 784-7878 Ext 814