Upcoming Events

Tax efficient planning opportunities for business owners

2025-06-04T21:30:00

Tax efficient planning opportunities for business owners

Are you looking for ways to optimize the tax planning that can benefit your business?

 Join our upcoming seminar on Tax-efficient Planning for Business Owners.

This insightful presentation will explore tax-saving strategies specifically designed for business owners. From integrating personal and business planning to reducing tax liabilities on passive assets, I’ll cover it all! Get ready to discover the knowledge and tools to help you grow wealth tax-efficiently and protect your business during transitions.

We will have a very well known presenter in the person of Robert Niksic,CFP since 2006.

Robert has gained in-depth expertise from his roles as Investment Advisor, Fund Wholesaler, and Senior Consultant for wealth management. He has also been a consultant and intermediary for private business. He has often been recognized as a speaker at industry events.


Robert believes the key to success is a good working relationship built on trust.

Hors d'oeuvres will be served and cash bar will be available during the event.

Please RSVP to this webinar by filling in the form below:

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