Join Us for the First Seminar!

In-Person Viewing Only
3:00 pm - 5:00 pm CST     
Saskatoon Club, 417 21st St E, Saskatoon

SPEAKER

Kenneth Keung

CPA, CA, CPA (CO, USA), TEP, CFP, MTAX, LLB, 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.

Individual Seminar Pricing: Members $100 | Active Students/Affiliates/Associates $75 | Non-Member $125

IMPORTANT NOTICES:

1. On-demand viewing is available for Branch Bundle registrants. For more information on the STEP Saskatchewan 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.

THANK YOU TO OUR FOOD & BEVERAGE SPONSOR

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

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