My name is Mark Goodfield. Welcome to The Blunt Bean Counter ™, a blog that shares my thoughts on income taxes, finance and the psychology of money. I am a Chartered Professional Accountant and a partner with a National Accounting Firm in Toronto. This blog is meant for everyone, but in particular for high net worth individuals and owners of private corporations. The views and opinions expressed in this blog are written solely in my personal capacity and cannot be attributed to the accounting firm with which I am affiliated. My posts are blunt, opinionated and even have a twist of humor/sarcasm. You've been warned. Please note the blog posts are time sensitive and subject to changes in legislation or law.

Tuesday, July 24, 2018

How Business Owners Can Plan for Retirement - Webinar August 1st

If you are a small business owner, you may wish to join BDO Canada LLP for a webinar on August 1st at 12pm EST, on the special issues small business owners face when planning for retirement.

Jeff Noble, Director & GTA Practice Leader of BDO's Business Transition & Wealth Continuity team, will discuss issues such as business succession and enhancing the value of your business, in preparation for the sale and/or transition of your business as part of your retirement plan.

Tom Mathies, a Senior advisor with BDO's Wealth Advisory Services team will discuss some of the key issues you need to consider in preparing a financial plan and planning for your retirement.

Finally, yours truly will discuss some practical family and business issues related to retirement. 

If you wish to sign up for the webinar, here is the link
 
The webinar is premised on the "From Plan to Retirement: How Business Owners Manage Their Wealth, Lives and Legacies" report released by BDO late last year. You can download that report here.



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