Tax Planning: Pre- and Post-Mortem – Accounting for Lawyers (Calgary)
February 27, 2020 | 8:00 am – 9:30 am$125
Estate planning is much more than drafting a Will. Identify pre- and post-mortem tax planning issues for your clients, including common pitfalls and opportunities. Pre-mortem planning helps in drafting the Will with a goal to ensure that the estate will be as tax efficient as possible, while the post-mortem planning can ensure effective administration of the estate. Discuss planning considerations regarding TOSI (Tax On Split Income).
Regular Price: $125 + GST
There are 3 other sessions in the Accounting for Lawyers series running in Edmonton:
- Understanding Financial Statements (1.5 hrs)
- Introduction to Business Valuations (1.5 hrs)
- Tax Planning: Matrimonial Asset Division (1.5 hrs)
This program is also offered in Edmonton.
NOTE: The materials for this program will be provided in electronic format.