SKU: OC-62199-2
After death (post-mortem) estate planning discusses both the compliance for effective estate administration and the tax planning considerations in the administration of an estate. Explore the inherent double / triple tax on death when owning private company shares and the post-mortem planning to mitigate the double / triple tax, including timing sensitivities. Topics also include use of various trusts, charitable gifting, and planning considerations regarding TOSI (Tax on Split Income).
This on-demand program was originally broadcasted as a webinar on November 24, 2020. Total running time is 1 hour, 24 minutes.
You may also be interested in Estate Planning Considerations Part 1: Before Death
Presenters
Tran Diep, CPA, CA, MNP LLP
Tracy Leishman, CPA, CA, MNP LLP
Firm Broadcast License
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$95.00 – $445.00Price range: $95.00 through $445.00