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- This program has passed.
Tax Planning: Pre and Post-Mortem – Accounting for Lawyers (Calgary)
February 27, 2020 | 8:00 am – 9:30 am
Free – $125.00Important Change
Individual registration through the attendee’s LESA.org account is required for all LESA programs.
Program access (including access to materials and recording(s) (if available)) will be assigned to the LESA.org account used on registration. If you do not yet have an account, one will be created for you on checkout. If you have any questions about your account, contact us at [email protected].
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.
Is your firm sending multiple people to this program? Click here.
This program offers a 10% discount for firms or organizations who wish to purchase three or more individual tickets. To receive the discount, all lawyers and staff members must complete their registration using their individual LESA.org account and apply the coupon code GROUP10 on checkout. Firms or organizations that do not meet the minimum threshold of three registrations will be invoiced for the difference. This discount is applicable to individual tickets purchased by members of the same firm or organization for the same program, regardless of format.
What is the difference between Group Discount and Firm Broadcast?
| Group Discount | Firm Broadcast | |
|---|---|---|
| Applicable Products | Livestreams, webinars, and most in-person programs | Livestreams and webinars |
| Program Access | Individual access | Facilitator access only |
| Materials | Individual access with unlimited views of materials | Facilitator access only, for a limited time. Materials must be downloaded and distributed to the group by the facilitator |
| On-Demand Recording | Individual access with unlimited views of the on-demand recording | No access to the recording |
| Combined Discounts | Can be combined with role-based discounts for new lawyers and students | Cannot be combined with any other discounts |
| Viewing Location | For an online program, individuals can view the program in any location from their own device | Firm broadcasts must be viewed by all viewers in the same location |