Below you’ll find the full list of previous Office Hours with George topics. For current sessions, please see my Events page.
If you’re interested in one of our past sessions, or want me to speak on one of these sessions at your event, please Contact Me.
Family trusts – staying onside with CRA
What do you need to complete for your Family Trust before December 31st to stay onside with CRA?
Financial hacks: Daily habits to build lasting wealth
Small habits create big results — especially when it comes to money. This session focuses on practical, everyday financial behaviours that help professionals and investors steadily build wealth over time.
Have an LP? Getting ready for tax season
Limited Partnerships (LPs) have specific tax time requirements. This session walks through what LPs need ready for tax season.
How should you pay yourself this year?
Paying yourself the right way is one of the biggest levers you control as a business owner. This session explains the pros and cons of salary, dividends, and blended approaches — in plain language.
Cash damming – making bad interest good
Cash damming is a strategy that can convert non-deductible interest into deductible interest — when structured properly.
What is an estate freeze and why do I need one?
An estate freeze is a powerful planning tool — but only when used appropriately.
Estate planning: Tips and Traps
Learn what tips to follow, and traps to avoid, when estate planning. The time to start is now…no matter what your age. Ontario Estate Consulting Solutions Inc. will be joining as our guest speakers.
Personal tax returns – Time to get prepared!
New tax deductions, how NOT to make mistakes that cost you, and a little preparation goes a long way during tax season.
Exit strategies that don’t limit options – Part 1
Successful investors, medical professionals, and business owners plan their exits early — not reactively. I’ll explore exit strategies that don’t cost you options.
How to help your kids buy a home
Helping children buy a home involves more than good intentions. Join our panel discussion to discover ways parents can help without running into legal, tax, and mortgage roadblocks.
How much money do you need to retire?
Retirement planning isn’t just math — it’s lifestyle, timing, and tax.
10 reasons not to get a family trust…and why those people are wrong
Family trusts “don’t work anymore.” They “cost too much”, they are “too complicated”, etc, etc, etc. But is this really the truth?
Exit strategies that don’t limit options – Part 2
Successful investors, medical professionals, and business owners plan their exits early — not reactively. In part 2 of our session, we continue the conversation about exit strategies that don’t cost you options.
Are you wasting tax dollars by not incorporating? (And when incorporation backfires)
Incorporation can create powerful tax deferral opportunities — but it can also introduce complexity, unexpected tax traps, and planning mistakes if you don’t do it in the right way. It can also be the wrong decision in some cases. Is it right or wrong for you?
The biggest mistakes high-income Canadians make with surplus cash
Many high-income Canadians make investment decisions that appear reasonable on the surface but create hidden tax problems, concentration risk, or long-term planning issues.
The smartest way to pay for a cottage (without blowing up your tax plan)
Cottages can create complex tax and ownership issues if they are not structured properly. Throw in the added emotions of family, including how to get the cottage to the next generation without unintentionally forcing them to sell.
Flow-through shares: Tax savings or tax trap?
Flow-through shares are often marketed as a powerful tax planning opportunity for high-income Canadians. And in the right circumstances, they can create significant tax deductions. However, like many tax-driven investments, they also carry risks and complexities that are often misunderstood.
How to turn “bad” debt into tax-deductible wealth
As a real estate investor, have you ever asked if there are huge improvements you can make to your tax strategies? Improvements that can save significant taxes?…help you build wealth?…create a retirement that you dream of?
Stephen Green (Top Producing Mortgage Broker and Host of the Green Effect Podcast) has invited me to a special deep-dive web session to delve into these tested, but often unfamiliar strategies in a special edition of his Office Hours with George tailored to real estate investors.
Interested in having me speak at your event?
Are you interested in having me speak at your event – either online or in person? Whether a regular meetup, a conference, a roundtable organized for your office, or more, please contact me today.
Check out examples of topics. If you’re looking for a specific topic, I’m happy to work with you to tailor a session that fits your needs.
Remember – circumstances are unique! This information is summary in nature. Seek out advice from your tax advisor about your specific situation.