Top 10 Tax & Estate Planning Strategies for Business Owners and Families

On June 3rd, members of the Richmond Chamber joined the live webinar presented by Geoff Chen, CIM®, CPA, CA, LL.M. (Tax), FEA, TEP, Investment Advisor, TD Wealth. Planning ahead isn’t just about reducing taxes, it’s about protecting your wealth and ensuring it’s transferred the way you intend. In this practical and informative session, you’ll be introduced to key tax and estate planning strategies commonly used by Canadian families and business owners. Topics include probate minimization, family trusts, alter ego and joint partner trusts, estate freezes, and wealth preservation techniques. The session is designed to simplify complex concepts and highlight real-world planning opportunities and potential risks. What you’ll gain: A clearer understanding of how estate planning strategies work in Canada Practical ideas to help reduce taxes and protect your estate Insight into common planning gaps and how to avoid them Questions to ask your advisors when reviewing your own plan Whether you’re planning for your family or advising clients, this session will equip you with actionable insights you can apply right away.