Join Us for the Next Bundle Seminar!

👥In-Person Viewing Only
🕑4:00 pm - 5:30 pm ET
📍KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
Followed by a Social Event

MEET YOUR SPEAKER

Melissa Plunkett

MFA-P, TEP, Ottawa
Scotia Wealth Management

In this session we will review the following: What is Alternative Minimum tax (AMT); How does AMT work; Who is exempt from AMT; How AMT applies to trusts, with examples: Prescribed rate loan trusts; Family trusts; Alter Ego/joint spousal trusts; and Discussion: Do trusts still work?

📌IMPORTANT NOTICES: 

1. Live Online viewing is available exclusively to STEP Ottawa Branch Bundle registrants. For more information on the Branch Bundle, click here. Individual seminar registration provides access to the in-person seminar only.

2. Delegates must sign-in at the registration desk upon arrival to the venue to receive CPD/CE credits.

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