Tax Savings & Corporate Wealth Transfer Conference for Lawyers Only

Exclusive Event – Fine Dining Experience

July 31, 2026 (Friday) · Toronto

August 29, 2026 (Saturday) · Vancouver

Book Private Consultation

Tailored for Experienced Lawyers

This exclusive event is designed for incorporated lawyers who want to reduce taxes, protect assets, and strategically grow their wealth.

Hosted by GT Wealth, a team of planners with over 100 years of combined experience, we proudly serve top 1% income earners across British Columbia, Alberta, and Ontario. As a leading one-stop firm in tax savings and corporate wealth transferring, we specialize in strategies that deliver measurable, lasting results.

Hear From Past Attendees

Watch highlights and real conversations from past conferences — featuring Canadian lawyers just like you.

Case Study: Lawyer Dave XXX

Below is a preview of the tailor-made 10-page Advice Memo for Dave, outlining key issues, proposed solutions, legal structures, and second-stage opportunities. If you’d like a customized Advice Memo, book a complimentary 30-minute Zoom consultation with our relationship advisor for tailored insights.

Book Private Consultation

With disciplined earnings and strong family support, Dave and his wife have built a solid financial foundation as a lawyer. However, their previous planning team's approach was conventional—insufficient for accelerating wealth or protecting long-term value, given their ambition and success. After attending our conference, they were inspired to pursue advanced planning and sought top-tier guidance on tax-efficient corporate asset transfers, improved cash flow for mortgage payments, and long-term retirement security—achieving a cost savings and asset creation of $9 million.

Issue 1

➡️ Dividend & Salary Tax on $350,000 & $250,000 Income

➡️ Tax Paid: $150,000 & $100,000 per year

➡️ Loss of reinvestment opportunity at 6%

➡️ Year 10 - Lost $3 million and Year 20 - Lost $9 million

Issue 2

➡️ Deemed Disposition at estate: Under Section 70(5) of the Income Tax Act

➡️ Assumption 6% growth: Estate value $67 million. Tax $16 million

Issue 3

➡️ RRSP Tax Problems & Solutions

➡️ 100% taxable upon withdrawal at retirement or transfer to children.

➡️ Dave and his wife contribute $50,000 per year until age 65, then withdraw until age 90. The tax upon withdrawal is $3.2 million, and the estate tax is

$2.1 million.

Solutions

RRSP with Corporate Income Hedging and Interest Meltdown

Under Subsection 89(1) of the Income Tax Act (ITA), allow funds to grow within the company tax-efficiently and transfer them out through a Capital Dividend Account.

Under Paragraph 20(1)(c) of Income Tax Act, applying for an investment loan to create deductible interest expenses against annual income, as an alternative to making new RRSP contributions.

The above strategies can lower the tax by $2 million.

Under Section 148 of the Income Tax Act, the tax-exempt account allows for tax-deferred growth. By re-allocating $500k for 10 years into a tax-exempt account, the client could accumulate $20M by retirement.

Assign the policy to a third-party lender to secure a personal loan based on the cash value. Loan proceeds are received without triggering immediate tax, saving on $6 million taxes incurred on yearly cash flow.

Legal Document Coordination: Corporate Restructuring , Wills, Corporate Will.

✅ Corporate restructure with proper Opco and Holdco inter-company setup for $1 million tax defer transactions.

✅ Will: provides a foundational step in estate planning and ensures a seamless estate transfer, avoiding unnecessary delays and costs.

✅ Corporate Will: While Alberta has minimal probate cost, it's highly advisable to include a corporate succession plan in your Will for smooth business transition and continuity.