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Distinguished Advisor Workshops Coming Soon Across Canada
Are you aware of all of the latest changes announced as recently as this month that will affect tax-efficient wealth planning for your clients?
Do not miss this important series of Distinguished Advisor Workshops, designed for professional tax and financial advisors to impact the income and wealth your clients get to keep. And you earn 10 CE credits by attending. Early registration ends October 15.
Special guest speakers and topics include:
| FALL 2016 SPEAKERS AND TOPICS | ||
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Evelyn Jacks |
PERSONAL TAX STRATEGIES WITH EVELYN JACKS, MFA, DFA-Tax Services Specialist: Get caught up on the latest trends in tax and economic affairs. Taking a multi-generational approach to wealth planning, use year-end tax saving strategies and a tax-efficient order of investing to discuss investment, education, retirement and succession using a Real Wealth Management™ strategy. |
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Matthew Cho |
FAMILY BUSINESS PLANNING: OWNER-MANAGER COMPENSATION PLANNING, WITH SPECIAL GUEST MATTHEW CHO, CPA: Learn what’s new in personal/corporate tax integration as a result of new tax rate changes; the latest in planning as a result of changes in the small business deduction; how to reconsider remuneration mixes: salary, bonus, dividends; updates on family income splitting tips, disability planning, retirement income planning and estate planning with life insurance. CORPORATE TAX STRATEGIES, ASSET MANAGEMENT: Focus on recent tax changes relating to Eligible Capital Property, capital dividend accounts, safe income, use of capital gains exemptions for multiple family members, tips on planning for professional practices and what’s new in Cross-Border Taxation. |
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in Calgary
Cheryl Norton in Toronto
Jennifer Poon |
FAMILY SUCCESSION PLANNING: PASS IT ON - TRANSFERRING THE FAMILY COTTAGE OR SECOND RESIDENCE, WITH SPECIAL GUESTS CHERYL NORTON, CPA in Calgary, JENNIFER POON, CPA in Toronto: There is significant news for the reporting of principal residence dispositions. Learn how to fit a planned transfer or sale into the overall estate plan, with a full understanding of the capital gains calculation, exempt portion, 1994 election, taxes payable at deemed disposition, what to do when there are losses, issues with joint ownership, transfers to groups of people, changes to alter ego and other trusts, inter-provincial issues, US estate tax issues and more. PLANNING WITH HEIRS: Learn how to approach succession planning to make sure assets stay in the hands clients want them in, personally, corporately and using trusts. Update on Graduated Rate Estate rules, and donations strategies with pointers for business owner-managers who have multiple assets. |
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in Winnipeg and Vancouver
Evelyn Jacks
in Toronto
Bill Bishop |
MARKETING MASTERY, ARTICULATING VALUE IN YOUR DYNAMIC KNOWLEDGE-BASED PRACTICE: It’s easier than you think to embellish on your value proposition and let people know about how great you are. It just takes a little Knowledge-based Marketing about your BIG value plan! |
Thanks to Our Sponsors:
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The Distinguished Advisor Workshops are not for just anyone . . . but they are for YOU if you want to enhance your value proposition for your clients by helping them make the best decisions for their time and money. Click here to register now.
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