Invested In You Webcast Series from iA

Parenting During a Crisis and Helping Kids Cope and Thrive

Presenter: Dr. Shimi Kang, a Harvard-trained physician

Dr. Shimi Kang, award-winning physician, bestselling author and global social entrepreneur, provides practical guidance on stress management and proven parenting strategies that can help your family successfully navigate these unprecedented circumstances.

Access the webcast here


Maintaining High Performance and Optimal Health in Times of High Stress

Presenter: Dr. Greg Wells, health and performance expert, physiologist and best-selling author

Self-isolation has been a major adjustment, and you may have found that the disruption to your daily routine has had an impact on your energy levels, concentration, eating habits and even the quality of your sleep. And I think most of us can say that, in terms of both our personal and work lives, COVID-19 has meaningfully increased our stress levels. That’s why I thought you would be interested in the webcast linked below. It’s presented by a highly respected expert on health and wellness who has a real gift for taking extremely complicated scientific insights and distilling them into clear, easy-to-follow tips and ideas that you can use every day.

Access: Click here – available for viewing at any time.

Optimal Resiliency in Times of Uncertainty

Webcast on resilience through adversity

Presenter: Dr. Robyne Hanley Dafoe, Expert on Resiliency and Workplace Wellness

The COVID-19 crisis has impacted virtually every aspect of our lives, and continued uncertainty can at times be highly stressful and difficult to manage. That’s why I thought it would be worthwhile to share the following webcast. Presented by a recognized expert, Dr. Robyne Hanley Defoe, who uses proven research methods to help individuals effectively cope with and manage adversity. I think you’ll find the webcast offers some excellent ideas and tips for managing the unique stresses associated with self-isolation and the wider impact that COVID-19 is having on our work and family lives.

Access: Click here – available for viewing at any time.

Long-term Tax Planning in a Time of Crisis

Presenter: Peter Routly, Partner, Southern Ontario Group Tax Service Line Leader, BDO Canada

The COVID-19 pandemic has caused significant disruption for many businesses, but as is often the case, with crisis comes opportunity. For business owners like yourself, the economic downturn has created conditions that you can take advantage of to dramatically lower your short- and long-term tax liabilities.

Below is a link to a webcast that highlights three strategies for accomplishing this:

1.       Estate refreeze
With a refreeze transaction, you can turn the negative impact that the economic downturn is having on your business’ value into a significantly lower tax bill on your estate upon death.

2.       Income splitting
Interest on prescribed-rate loans, sometimes referred to as family loans, is currently 2%. The rate – which CRA calculates based on 90-day treasury yields in the first month of the preceding quarter – is set to drop to 1% in July. This is a tremendous opportunity for significant tax savings, and with proper structuring, you can effectively lock this rate in permanently.

3.       Corporate surplus extraction
If you have significant equity built up in your corporation and have a need for a large sum of personal cash, there is a six-step strategy you can implement to extract it at the capital gains tax rate.

Key topics: Estate refreezes, income splitting and corporate surplus extraction

Access: Click here – available for viewing at any time.

Cash Flow Strategies and Government Incentives in the Time of COVID-19

Presenters: BDO Canada tax specialists Craig Mulcahy, Jennifer Lucier and Justin Mastrangelo

As a business-owner, you may or may not be immediately impacted by the restrictions the government has imposed on businesses, but like most business owners, this crisis has likely been disruptive in some way, whether from a revenue, staffing or cash flow perspective.

You have likely heard that the government has introduced a number of stimulus and tax relief measures to help support businesses like yours. We understand that navigating the details of these measures – particularly on the tax side – can be challenging, and that’s why we want to share a very helpful webcast put on by a group of top business tax experts at BDO Canada. The webcast provides a comprehensive, easy-to-follow explanation of the numerous cash flow-enhancing strategies and tax relief options the government is making available and which you may qualify for. Here are the details:

Key topics: BCAP (via BDC stream); Canada Emergency Business Account; Work Sharing Program; Wage Subsidy Programs; filing deadline extensions and tax deferrals.

Access: Click here – available for viewing at any time.