Join Us for the First Seminar!

Speaker: Kenneth Keung, CPA, CA, CPA (CO, USA), CFP, MTAX, LLB, TEP, Vancouver: Doane Grant Thornton LLP

Join Kenneth Keung for a practical and timely session covering the hottest topics in the taxation of trusts and estates. Topics will include:

• Proposed Trust Reporting Rules for 2025
  Including new bare trust reporting requirements and compliance considerations.
• Broad application of Mandatory Disclosure Rules to Trust Distributions
  MDRs for trust avoiding deemed disposition are surprisingly broad and may catch the unwary.
• Lifetime Capital Gains Exemption Planning with Trusts
  A refresher on strategies and structures to optimize LCGE claims.

This session is ideal for practitioners seeking to stay current and sharpen their planning strategies in a changing tax landscape.

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