# Event Details - **Event Name**: Tax, Estate & Liquidity: What Every Inc/Holdco Business Owner Needs to Know - **Event Start and End Date**: Thu, 05 Mar, 2026 at 01:00 pm – Thu, 05 Mar, 2026 at 03:00 pm - **Event Description**: Generating income within long term planning frameworks - Insured Retirement Programs, & IFA. Register and attend to learn more.About this EventOVERVIEWMany business owners focus on growth - but few consider what their assets may trigger in future taxes or state obligations. Deferred taxes are not eliminated; over decades, retained earnings, unrealized gains, and corporate growth can create significant future liabilities.Without careful planning, families may face forced asset sales, compressed timelines, or unintended erosion of wealth. Understanding these risks early is critical to maintaining control and protecting long term goals.This session provides a high - level, conceptual overview of strategies commonly discussed for managing tax exposure and liquidity risk, including:· Deferred Tax Exposure in Canada - how tax deferral works and why timing matters· Corporate vs Personal Capital Growth - how retained earnings and investments may impact future planning· Insured Funding Arrangement (IFAs) – Conceptual overview of liquidity structures and associated considerations (+Intergenerational Wealth)· Insured Retirement Program - Structured approaches to assessing capital and generating income within long term planning frameworks (Leveraging Cash Values, Intergenerational Wealth).· Estate Freezes and Succession Planning - high level explanation of intergenerational planning concepts.No individualized advice will be provided the session is designed to raise awareness and provide contacts for long term planning decisions.WHO SHOULD ATTENDThis session may be relevant for:Incorporated business owners with approximately $75k to $500k+ of investable capitalHold Co owners with retained earningsInvestors interested in leverage based or alternative liquidity planning conceptsReal estate families with long term ownership horizonsFamilies exploring:· Estate equalization considerations· Estate preservation objectives· Planning for future terminal tax liabilitiesIMPORTANT DISCLOSUREThis presentation is provided for educational purposes only and offers a general overview of tax, estate, Anne liquidity planning concepts.No tax, legal, accounting, or investment advice is being provided.Any reference to insured funding arrangement brackets IFAs bracket or Insured Retirement Programs concepts are conceptual in nature and may not be appropriate for all individualsAttendees should consult their own qualified professional advisors before implementing any strategy.Tax treatment and planning outcomes depend on individual circumstances and current legislation, which may change.Agenda?: 01:00 AM - 01:05 AMHost: Vivyen, Welcome & Opening Remarks, Speaker Introduction?: 01:05 AM - 02:15 AMPresentation by Jason Traynor, Manulife?: 02:30 AM - 03:00 AMNetwork. Feel free to stay and network with other successful business owners - **Event URL**: https://allevents.in/ottawa/tax-estate-and-liquidity-what-every-inc-holdco-business-owner-needs-to-know/100001982794551880 - **Event Categories**: nonprofit - **Interested Audience**: - total_interested_count: 1 ## Ticket Details - **Ticket Price Range**: min: 0, max: 0, currency: CAD ## Event venue details - **city**: Ottawa - **state**: ON - **country**: Canada - **location**: 150 Marketplace Ave - **lat**: 45.27196120000001 - **long**: -75.7386056 - **full address**: 150 Marketplace Ave, 150 Marketplace Avenue, Ottawa, Canada ## Event gallery - **Alt text**: Tax, Estate & Liquidity: What Every Inc/Holdco Business Owner Needs to Know - **Image URL**: https://cdn-az.allevents.in/events8/banners/5b8b79b68748ccdd87d9e7951c6f1019c0f7c80b9369975a15a7e455b0224a3f-rimg-w1200-h697-dc121f2f-gmir.jpg?v=1770973092 ## FAQs - **Q**: When and where is Tax, Estate & Liquidity: What Every Inc/Holdco Business Owner Needs to Know being held? - **A:** Tax, Estate & Liquidity: What Every Inc/Holdco Business Owner Needs to Know takes place on Thu, 05 Mar, 2026 at 01:00 pm to Thu, 05 Mar, 2026 at 03:00 pm at 150 Marketplace Ave, 150 Marketplace Avenue, Ottawa, Canada. - **Q**: Who is organizing Tax, Estate & Liquidity: What Every Inc/Holdco Business Owner Needs to Know? - **A:** Tax, Estate & Liquidity: What Every Inc/Holdco Business Owner Needs to Know is organized by Vivyen. - **Q**: Who is this event for? Is it right for me? - **A:** Tax, Estate & Liquidity: What Every Inc/Holdco Business Owner Needs to Know is ideal for professionals, entrepreneurs, startup founders, and networking enthusiasts eager to grow their connections. Whether you're a first-time attendee or a longtime enthusiast in Ottawa, this event is thoughtfully curated to deliver a standout experience worth every moment. If Tax, Estate & Liquidity: What Every Inc/Holdco Business Owner Needs to Know sounds like your kind of event, don't wait - spots fill up fast. ## Structured Data (JSON-LD) ```json [ { "@context": "https://schema.org", "@type": "Event", "name": "Tax, Estate & Liquidity: What Every Inc/Holdco Business Owner Needs to Know", "image": "https://cdn-az.allevents.in/events8/banners/5b8b79b68748ccdd87d9e7951c6f1019c0f7c80b9369975a15a7e455b0224a3f-rimg-w1200-h697-dc121f2f-gmir.jpg?v=1770973092", "startDate": "2026-03-05", "endDate": "2026-03-05", "url": "https://allevents.in/ottawa/tax-estate-and-liquidity-what-every-inc-holdco-business-owner-needs-to-know/100001982794551880", "location": { "@type": "Place", "name": "150 Marketplace Ave", "address": { "@type": "PostalAddress", "streetAddress": "150 Marketplace Avenue", "postalCode": "K2J 6V2", "addressLocality": "Ottawa", "addressRegion": "ON", "addressCountry": "CA" }, "geo": { "@type": "GeoCoordinates", "latitude": "45.27196120000001", "longitude": "-75.7386056" } }, "eventAttendanceMode": "https://schema.org/OfflineEventAttendanceMode", "description": "Generating income within long term planning frameworks - Insured Retirement Programs, & IFA. Register and attend to learn more.", "offers": [ { "@type": "AggregateOffer", "availability": "https://schema.org/InStock", "priceCurrency": "CAD", "availabilityStarts": "2026-04-09", "availabilityEnds": "2026-03-05", "validFrom": "2026-04-09", "lowPrice": "0.00", "highPrice": "0.00", "price": "0.00", "url": "https://allevents.in/ottawa/tax-estate-and-liquidity-what-every-inc-holdco-business-owner-needs-to-know/100001982794551880" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "CAD", "availabilityStarts": "2026-04-09", "availabilityEnds": "", "validFrom": "2026-04-09", "url": "https://allevents.in/ottawa/tax-estate-and-liquidity-what-every-inc-holdco-business-owner-needs-to-know/100001982794551880", "price": 0, "name": "General Admission" } ], "organizer": [ { "@type": "Organization", "name": "Vivyen", "url": "https://allevents.in/org/vivyen/24991306" } ] } ] ```