Part 2: The Plight of Retained Earnings

Audience: advisors
Length: 55 min
Prerequisites: assignments from Part 1 and subscription to Marketing Reflections
Materials: full colour handouts provided
Cost: none

Now that you're making progress to become the advisor of choice, you're ready to understand the unexpected tax penalties imposed on successful entrepreneurs. Find out how you can help.


  1. Remember 1937?
  2. The tax system today
  3. Tax deductions anyone?

The next — and final — session is Part 3: The Top Five Corporate Strategies

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