Estate Planning and Corporate Reorganizations | In-depth Update Webinars | 2.5 hours

Presented by top Canadian tax specialists, these 2.5 hour pre-recorded in-depth update webinars will provide registrants with a deeper understanding of carefully selected key topics.  These highly requested practical sessions will provide a contextual update building on the materials in the Tax Update 2020 course. We will provide short refreshers of relevant concepts amid a review of relevant developments, including CRA commentary and court decisions.

These sessions are best suited for a general practitioner with a deeper tax knowledge and experience in advising small business clients on the technical and practical aspects of corporate reorganizations.

* Attendees of Tax Update 2020 will get a $100 discount in appreciation for their patronage, and in recognition that some of the materials will also be covered in Tax Update 2020.


OPTION 1: Corporate Reorganizations

2.5 hour PD | 5 sessions | $300/registrant*  | View available sessions

Whether there is an impending sale, the introduction of a new owner or family member, the need to diversify or shelter accumulated assets from business risks, or simply adjust structure to achieve certain tax or structural objectives, knowing what’s new in the world of corporate reorganization is essential.  A step in the wrong direction can hurt dearly not only in terms of finances, but also in administration and stress. Reorganization done well can lead to significant financial advantage, clarity, and stressless sleeps.

Join H. Michael DolsonPerry Kiefer CPA, CA, TEP and Hugh Neilson FCPA, FCA, TEP  in this 2.5 hour practical pre-recorded online session as they discuss these issues and more.


OPTION 2: Estate Planning

2.5 hour PD | 5 available sessions | $300/registrant*  | View available sessions

Proper planning provides peace of mind, the possibility for significant tax savings, and a smooth process that allows clients and their beneficiaries to focus on what’s really important.  Poor planning or a lack of planning can leave a real mess that nobody is happy with.  So, if estate planning is so important, why do the ground rules keep changing?

Join speakers  Michael Stubbing CA, CFP, TEP and Caitlin Butler CPA, CA in this 2.5 hour practical pre-recorded online session as they tackle these issues and more.