CE Summits September: What Matters is What You Keep

What matters is what you keep.  There is no doubt your clients are interested in knowing how to inflation-proof and recession-proof their wealth and navigate successfully through emerging risks from the CRA.  To accomplish the former, advisors must have broader knowledge in tax on upcoming tax changes and how astute investment planning in a very new economic environment can help clients maximize after-tax income and reduce capital erosion.  This year, real estate tax changes are in focus. 

Don’t miss the comprehensive agenda from expert and experienced guest faculty members, or all of the things included with this hybrid learning event!

Agenda Highlights Include:

• Audit Defence: Real Estate Owners Under the Microscope
• Owning Real Estate: Filing Requirements – Income Taxes
• Case Studies: Transferring Real Estate
• The New Unused Housing Tax
• RWM Round Table: UHT Case Studies – What Form Filing is Required?

Everything is Included: