Navigate Taxation at Death and Post Mortem Planning with Greater Confidence

This course will be presented in English.

Build a practical understanding of the tax rules that apply at death and the planning options available for private company shares. This full-day course brings together technical instruction, case studies and decision-making tools to help practitioners identify key issues and evaluate post mortem planning alternatives.

COURSE CURRICULUM AUTHORED & PRESENTED BY:

Chris Ireland
CPA, CA, TEP, Vancouver
Tellian Management Co. Ltd.

Kenneth Keung
CPA, CA, CPA (CO), CFP, MTax, LLB, TEP, Victoria
Doane Grant Thornton LLP

MODERATED BY:

François Desmarais
LLB, MFisc, PlFin, TEP, Montreal
TD Wealth

Héléna Gagné
LLB, LLM, MFisc, TEP, Montreal
Osler Hoskin & Harcourt LLP

Paule Gauthier
CPA, CA, LLM, TEP, Montreal
RBC Wealth Management Services

WE LOOK FORWARD TO CONNECTING WITH YOU!