From Corporation to Legacy: Real Estate, Cash Flow, and the Smith Maneuver Advantage | The Corporate Tax Planning Series
Now it’s time to save tax and build lasting wealth.
Most business owners don’t realize just how much tax-efficient capital they’re sitting on—or how to unlock it for real estate, wealth creation, and long-term financial freedom.
This exclusive session in The Corporate Tax Planning Series is designed for incorporated professionals and entrepreneurs who are ready to move beyond traditional investing and put their capital to work—efficiently, strategically, and permanently.
📝 What You’ll Learn:
How to use your existing corporate and personal structures to:
🔑 Build a tax-free estate using life insurance;
🏠 Leverage retained earnings to fund real estate investments;
💰 Access capital efficiently through insurance lending (IFA);
📊 Integrate the Cash Dam and Smith Maneuver for personal tax efficiency;
🏗️ Identify and structure real estate opportunities aligned with your corporate strategy
📉 Minimize tax drag now and protect wealth for the next generation
👥 Who Should Attend?
This event is ideal for those who:
Own a corporation and retain excess earnings
Want to invest in real estate without draining personal capital
Are seeking smarter ways to convert debt into long-term wealth
Want to use life insurance as a strategic asset, not an expense
Are building a cohesive plan that links their business, borrowing, and real estate strategy
👨💻 Meet the Experts
Bilal Kathrada, CPA, CA — Principal at Clearline CPA
Martine Perron, Smith Maneuver Certified Professional
Carl Brodie, CFP® — Legacy & Insurance Planning
Mark Hammer, PREC — Real Estate Strategy & Acquisition
🥘 Dinner Will Be Served:
A curated menu featuring fresh salads, premium protein entrées, and seasonal vegetables from our catering partners.
🎟️ Reserve your seat now — and start building a legacy that lasts.