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X-WR-CALNAME:Family Enterprise Canada Events
X-ORIGINAL-URL:https://events.familyenterprise.ca
X-WR-CALDESC:Events for Family Enterprise Canada Events
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DTSTART;TZID=America/Winnipeg:20261019T163000
DTEND;TZID=America/Winnipeg:20261019T193000
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UID:718403-1792427400-1792438200@events.familyenterprise.ca
SUMMARY:Kinnect Winnipeg: Family Business Structures: Tax-Efficient Strategies for Wealth Preservation
DESCRIPTION:Open to All Members and Guests – Join us in Winnipeg for an enriching conversation on one of the most critical\, and often overlooked\, Family Business Structures: Tax-Efficient Strategies for Wealth Preservation. \nFamily businesses face unique challenges when balancing growth\, family dynamics\, tax efficiency\, and succession objectives. This technical session examines common ownership structures and planning techniques designed to maximize after-tax wealth\, support business continuity\, and create flexible succession pathways. \nTopics Covered \n\nFamily Trusts and Income Splitting\nHolding Companies and Corporate Structures\nEstate Freeze Strategies\nLifetime Capital Gains Exemption (LCGE)\nFamily Business Succession Planning\nIntergenerational Wealth Transfer\nTax-Efficient Asset Protection\nTransitioning Ownership to Family Members\nRetirement and Exit Planning for Business Owners\nSuccession isn’t just about transferring wealth\, it’s about designing the structures\, financial plans\, and legal frameworks that support both continuity and longevity. And getting it right makes all the difference.\n\nJoin Tannis Dawson (TD Wealth) and Steven J. Kohn\, K.C. (MLT Aikins LLP) for an engaging\, practical discussion on how families can align their values with formal structures\, navigate the tension between flexibility and control\, and avoid the common pitfalls that derail even the best-laid succession plans. \nWhether you’re just beginning your planning journey or refining an existing structure\, Tannis and Steven will bring real-world insights and actionable strategies to help your family enterprise endure\, and flourish for the long term. \nThis is a session you won’t want to miss. \nPlease note: This is a relationship-building event focused on peer connections and learning. No solicitation or selling of services is permitted. \n\n	Event Details\n	\n\n	When\n	\n	Monday\, October 19\, 20264:30 PM - 7:30 PM CDT () \n\n	Who Can Attend\n	\n	This event is open to all members of Family Enterprise Canada (this includes designated FEAs and FEA Candidates). \n\n	Where\n	\n	Inn at the Forks (map it)\n75 Forks Market Road\nWinnipeg\, MB\, R3C 4T6\n\n	Contact\n	\n	For help with registration\,\nemail events@familyenterprise.ca\n\n	Cost\n	\n	Included with your Family Enterprise Canada Membership \n	   Register now\n	Members are requested to log in to their account when registering for this event.\nKinnect event tickets are non-refundable.\n\n	Moderator\n	\n														\n\n	Chris Reichert\, MBA\, FEA\, TEP\, ICD.DPresident\, Reichert Family Enterprise Advisors\n	\n	Chris Reichert\, is an independent Family Enterprise Advisor and facilitator based in Winnipeg who helps multigenerational enterprising families across Canada navigate succession\, governance\, ownership transition\, and the complex “soft-side” issues that arise when family and business are intertwined.\nHis role is a bit like mortar: not one of the stones\, but an impartial interface that helps keep structures strong by creating the conditions for candid conversations\, shared understanding\, and informed decision-making.\nLearn more about Reichert Family Enterprise Advisors → \n  \n\n	Panelists\n	\n														\n\n	Tannis Dawson\, CPA\, CA\, CFP®\, TEP\, FEA\, CLU\, RRC®Vice President\, High Net Worth Planner\, TD Wealth\n	\n	Based in Winnipeg\, Manitoba\, Tannis Dawson is Vice President\, High Net Worth planner at TD Wealth specializing in sophisticated\, personalized solutions for high and ultra-high net worth clients\, including business owners\, corporate executives\, and family enterprises. With over three decades of senior tax experience at national firms\, her expertise spans retirement income\, business succession\, estate planning\, advanced tax management\, philanthropic planning\, and complex financial instruments. A Chartered Accountant (CPA\, CA) and University of Manitoba graduate\, Tannis is a recognized national presenter\, has appeared on BNN and Money Talk\, and is frequently quoted in Canadian media. She is an active contributor to her professional community\, having served on the Board of STEP Canada\, chaired STEP Winnipeg\, and earned STEP Canada’s Volunteer Award. \nLearn more about TD Wealth → \n														\n\n	Steven J. Kohn\,  K.C.Partner\, MLT Aikins LLP\n	\n	Steven Kohn\, K.C. is a partner at MLT Aikins in Winnipeg\, where he advises clients across Canada on tax law\, mergers and acquisitions\, business succession\, corporate and commercial law\, and estate planning. A trusted advisor to multi-generational family enterprises and business owners\, Steve has extensive experience helping families and organizations navigate complex succession and governance matters. He is also recognized as a leading lawyer in corporate tax by Lexpert and Best Lawyers in Canada. \nLearn more about MLT Aikins →
URL:https://events.familyenterprise.ca/event/community-event-oct19th/
CATEGORIES:All members,Family,FEA,Progressive Experience
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