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Income Tax Reduction and Estate Tax Elimination Seminar

November 14, 2023 @ 1:00 pm - 3:00 pm

Samantha Worley, CPA, CGA, Tax Manager
from Wilkinson & Company LLP,
will be sharing an overview on how people can address taxes, both now and for their estates.
This informative session gives participants a sample of approaches both simple and complex that are encouraged
by CRA.

You will Learn How to:

  • Determine what should be considered when starting
    your estate planning;
  • Determine, from a tax perspective, what happens to
    your assets on death;
  • Adjust your estate planning to allow for tax savings;
    • Minimize or even eliminate taxes on your estate;
    • How to bypass paying upfront capital gains taxes
      when selling your investments;
  • Understand certain tax liability issues;
  • Ensure your Trustees are prepared


November 14, 2023
1:00 pm - 3:00 pm


Royal Canadian Legion, Branch 103
34 Bridge St W
Campbellford, Ontario Canada
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Registration is closed for this event.