Navigating the Inevitable: Strategies for Dentists to Minimize the Risks of Death & Taxes

About this Seminar

In life, there are two certainties we all face: death and taxes. While we cannot avoid them, we can strategically manage their impact on our lives and finances. This interactive session will offer practical, actionable strategies for dentists to minimize the risks and burdens associated with both. Take control of the inevitable – let’s minimize these risks together.

Key Takeaways:

• Gain insights on the general state of dentistry and trends, including the Canadian Dental Care Plan.


• Make informed decisions about the Lifetime Capital Gains Exemption and learn tactics that can significantly affect the net proceeds when selling your dental practice and inheriting assets and ensure tax-efficient withdrawals during retirement.


• Explore ways to minimize estate taxes through trusts, gifting strategies, and other planning tools to reduce or avoid death taxes.


• Review real-life scenarios illustrating effective tax planning and estate management strategies for dentists.


• Delve deeper and get your questions answered in the live Q&A session.

This presentation aims to empower dentists with knowledge and actionable steps to manage and minimize the risks associated with death and taxes, turning uncertainty into a well-navigated plan.

Speakers + Moderator

• CDSPI Investment Advisor – Dana Scott


• CDSPI Insurance Advisor – Renata Whiteman


• MNP (TBC)


• Scotiabank (TBC)

Presenters

About Dana Scott

MBA, BBA, CFP®

Investment Planning Advisor

As a CFP professional with over 25 years of experience in the investment industry, Dana Scott provides business owners with expert advice in the areas of wealth management, retirement and tax and estate planning. Dana joined CDSPI Advisory Services Inc. in 2016 to offer her services to the dental community.

About Renata Whiteman

BSc

Senior Insurance Advisor

Renata Whiteman is licenced as a Level 2 general insurance broker and as a life and accident and sickness advisor. Renata holds a Bachelor of Science degree in Biochemistry and has many years' experience as an insurance broker.

Renata has 20+ years of experience at CDSPI Advisory Services Inc. and in her current role as a senior advisor, Renata works with a range of clients, including dental specialists, general dentists, and students, providing insurance and risk management strategies to meet their specific protection needs.