Join Us for the Next Bundle Seminar!

For business owners and incorporated professionals, charitable giving can present planning opportunities that extend well beyond the personal donation tax credit. When philanthropy is integrated with corporate, tax and estate planning, advisors may be able to help clients achieve their charitable objectives while also realizing significant tax efficiencies.

This engaging presentation will explore the unique characteristics of the current wave of philanthropic giving – gifting strategies involving privately held companies and their shareholders. The session will consider CRA requirements and potential pitfalls to the strategies, valuation and tax receipting, involvement of the CDA and refundable tax, possible implementation issues, and the practical realities of less common, but very impactful gifts currently being used in Canada— including whether and how charities are prepared to accept private company shares and other non-traditional assets.

This session should leave you more informed and confident in knowing how to safely advise clients when they are contemplating their philanthropic journey.

📌IMPORTANT NOTICES: 

1. On-demand viewing is available exclusively to STEP Saskatchewan 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.

A big thank you to our dedicated sponsors for their continued support.

FOOD & BEVERAGE AT THIS SEMINAR IS SPONSORED BY

Click here to discover more about these organizations!