DundasWEALTH
Free Live Webinar · Wed November 18 ·

Year-End Tax Moves for Incorporated Owners: Before Dec 31

Between now and December 31 you'll be told to do a dozen things before year-end. Some of those deadlines are real. Some follow your corporation's fiscal year, not the calendar. And some don't exist. In one hour we sort every year-end move into four boxes — so you leave with your own shortlist of the moves that still apply to you, each with its real date.

~45 min + live Q&A
With Ben Corriveau + Greg Rozdeba
For incorporated Canadian owners
Save My Seat — Free
Can't make it live? Register anyway — every registrant gets the replay.

Your accountant files what happened.
December is when you decide what happens.

Twenty-item December checklists. No dates. Decisions made by default. And last year's headlines are stale — four things changed:

Beat the capital-gains increaseCancelled
Sell before the exemption diesPermanent
Ontario dividend creditChanges Jan 1
Equipment write-offsRewritten
Figures and rule changes under advisor review — details live on the webinar.

What You'll Walk Away With

1

You're going to learn which year-end moves actually die on December 31 — and which only follow your own fiscal year-end.

2

You'll also see the one December sequencing mistake that permanently shrinks what your corporation can pay you without tax.

3

And you'll find out which of the four things you'll be told to do before year-end are real — and which two aren't.

The moves we sort live
Shareholder loanSalary / family dividendsDecember dividendLoss sellingGivingTFSABonusEquipmentPassive incomeRefundable tax

Every Move Goes in Exactly One Box.
You Leave With Yours Filled In.

Most year-end content blurs the dates to keep you nervous. We do the opposite.

Box ①

Dies Dec 31

A calendar date. No extensions.

Box ②

Your fiscal year-end

Follows your corporation's year-end — which may not be December.

Box ③

Can wait

Has runway. Don't burn December on it.

Box ④

Fake

Invented. December pressure sells.

Sort. Every move into its box.  Sequence. The December ones in order.  Strike. Cross out the fake deadlines.

Box ④ includes a pitch from our own industry. We strike it off the list ourselves.

Your Presenters

The corporate advisor who hosts our owner sessions, and the co-founder who built the practice around one question.

Ben Corriveau

Ben Corriveau

Corporate Advisor, Dundas Wealth

Works with incorporated owners on one question: what should the cash in the corporation be doing?

Greg Rozdeba

Greg Rozdeba

Co-Founder & CEO, Dundas Wealth · LLQP

Built Dundas Life, then Dundas Wealth — because the same question kept arriving from owners.

Dundas Wealth · FSRA Licence #37628M · Licensed in Ontario, BC & Alberta · 4.7★ on Google
After November 18 there are 29 business days left in 2026.

December 31 is a statutory date, not a marketing device. Some of these moves don't prorate — on Dec 31 they're all or nothing. And transfer agents, actuaries and underwriters all run year-end queues. That part isn't us; it's the calendar.

Nothing to buy. One invitation at the end.

The only thing offered on the webinar is a free 30-minute session with Ben. Stay to the end for the Year-End Action Plan invitation: your moves sorted live on your own numbers, plus the deadline checklist.

Register Free for Nov 18

Save Your Seat

Wed November 18, 2026 · · Zoom · Free
Every registrant gets the replay.

Common Questions

My corporation's year-end isn't December 31. Is this still for me?

Yes — that's exactly what Box ② is for. Your personal return always runs on the calendar year, so Box ① applies to you regardless. Box ② follows your corporation's own year-end — and if that's already passed or is coming sooner than December, your deadline may be closer than you think. We ask in the chat at the start and adapt the hour to the room.

Is this a pitch to buy insurance?

No. One of the four "fake deadlines" we strike off the list on the webinar is "buy life insurance before Dec 31" — our own industry's pitch, and it isn't real. The session sorts your moves; if a structure decision belongs on your list, that's a spring conversation, not a December one.

What if I can't attend live?

Register anyway. Every registrant receives the replay by email. (The Year-End Action Plan invitation is made live and has its own deadline — you'll hear it on the replay too, but the clock runs from the live date.)

Will this replace my accountant?

No — it's built to feed them. Your accountant files what happened; December is when you decide what happens. Everything we sort is meant to go straight to your CPA — the Year-End Deadline Checklist is built to hand to them, and if the tax side needs a closer look than a 30-minute call can give it, Ben introduces you to a CPA partner rather than guessing.

Who is this for — and who isn't it for?

For: incorporated Canadian business owners with retained earnings in the corporation. Not for you if you're not incorporated, there's no retained cash to make decisions about, or your CPA has already run this list with you (then you're set — genuinely).

What can actually wait?

RRSP contributions run to March 1, 2027. Pension funding runs 120 days past your corporate year-end. The two dates that don't wait: securities gifts need to start by about December 15 to reach the charity in time, and a loss sale has to settle in 2026 — last trade date is Wednesday, December 30.