Income Tax Reduction and Estate Tax Elimination Seminar

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