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Strategic Generosity: Charitable Tax Planning for Business Owners

Well-intentioned business owners, transform your generosity into a strategic advantage! In the past, you may have donated cash to support the causes you believe in—but there are smarter ways to give. By leveraging your existing investment assets, you can maximize your donations while reducing your tax burden.

Too often, corporations overlook tax-efficient strategies for philanthropy. But with the right approach, you could save significantly more in taxes, amplify your impact, and protect your after-tax wealth.

This webinar is tailored for Alberta and BC business owners who want to make their generosity go further. In this free session, you’ll learn actionable steps to optimize your charitable giving and unlock hidden opportunities in Canada’s tax policies.

We’ll discuss:

  • Surprising Advantages of In-Kind Donations

  • How to Withdraw Non-Taxable Gains

  • Real-World Cases of Tax-Efficient Philanthropy

  • And more!

The webinar wraps up with a live Q&A to ensure you get the expert insights you need to donate smarter.

WHEN: Tuesday, January 21, 2025

WHERE: Virtually!

TIME: 7:00 p.m. to 8:00 p.m.

Presented by: Noah Clarke, MA, Qube Partner and Investment Counsellor

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Creative Tax & Retirement Planning for HeaLTH CARE PROFESSIONALS

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Aspen Program Info Session