Join Us for the Next Seminar!

The tax landscape has shifted significantly in 2025, with major legislative updates in both Canada and the United States reshaping estate planning strategies for individuals and families—especially those with cross-border ties. 

This 2026 Tax Update will provide a timely and practical overview of the most impactful changes, including:

• Key provisions of the U.S. “Big Beautiful Bill,” including the permanent extension of the TCJA tax brackets, and increased estate and gift tax exemptions.
• Cross-border planning considerations for dual citizens, U.S. persons in Canada, and Canadians with U.S. beneficiaries or assets.
• Strategic opportunities and pitfalls in light of the new rules, including trust structuring, lifetime gifting, and succession planning.

Individual Seminar Pricing: Members $125 | Active Students/Affiliates/Associates $75 | Non-Member $175

IMPORTANT NOTICES: 

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

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