Caleb and Riley are joined by Calgary Lawyer, Michelle Bullas to discuss unique tax savvy strategies for business owners. Michelle specializes in tax planning and has more than 20 years of experience helping her clients pay less tax. In this episode we discuss Bill C-208 and how business owners may want to take advantage of the introduced changes in 2023, 2024 and beyond. If you or your spouse owns a business and you are considering selling that business to a family member, this episode is for you.

Learn more about:

  • Why you should begin planning a business transition sooner than later and how to take advantage of new tax legislation.
  • Bill C-208 and how how it will impact the options you have when selling your business.
  • The common mistakes and pitfalls older adults make when adding family members to assets such as bank accounts or to the title of their home.

Resources:

Hosted by Caleb Miller and Riley Anderson of InvestorDNA

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Learn more about:

  • Strategies for maintaining cognitive health in retirement and Patricia’s favourite ways to exercise her own brain to maintain her cognitive reserve
  • The science behind what happens to our brains as we age, starting as early as age 30 and which lifestyle choices have a significantly influence.
  • Understand why the first year of retirement can be so challenging for the brain and hear examples of ‘superagers’ who maintain exceptional brain health in their later years

Resources:

Hosted by Caleb Miller and Riley Anderson of InvestorDNA

Meet Caleb and Riley
Book a Call

Subscribe on Apple Podcasts
Subscribe on Spotify
Subscribe on Google Podcasts

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