Product Description
Presented on January 24th, 2024 by Jim Pelot, CPA, CA – CFO, co-Founder at Podium Prosperity Group
As you look back on last year’s results in both your business and your personal finances, this is a time for taking stock and making decisions on the past year’s results and the future year’s opportunities.
Business owners need to think differently about money in order to realize the promise of small business success.
This goes beyond knowing your business finances and into the realm of how to tax-effectively and wisely (and legally) move retained earnings inside of your corporate structure to live the life you want now and not have your lifestyle fall off a cliff when you enter the “work-optional” phase of your life.
The link between Corporate and Personal planning is a complex field that few CFOs, Accountants or Financial Advisors understand. Jim Pelot has a knack for simplifying the complex and making it accessible and actionable.
In this session you will discover…
• Tools that allow your business (not your salary) to fund your retirement
• The tax-wise gaps and opportunities most business owners have never heard about
• The cards you have up your sleeve as an incorporated business
• Dividends vs Salary and their impact on your plan
• Corporate structure as a tool in tax planning
• How your business can be your biggest asset (and why exit planning now is essential to make this true)
