Loading Events

« All Events

  • This event has passed.

Income Tax Reduction and Estate Tax Elimination Seminar

November 7, 2023 @ 2:00 pm - 4:00 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

Details

Date:
November 7, 2023
Time:
2:00 pm - 4:00 pm

Venue

King Edward Park Community Centre
75 Elizabeth St
Brighton, Ontario Canada
+ Google Map

Registration is closed for this event.