Estate and wealth transfer planning

Income splitting and attribution rules

Taxation of life insurance and withdrawals

Charitable giving and tax benefits

Tax planning opportunities and overlooked deductions

Filing deadlines and free tax services for seniors

By completing this course, advisors will be equipped to help senior clients navigate tax complexities, maximize benefits, and plan efficiently.

28:T492,

Note that this session was recorded on October 5, 2023. The material remains relevant if you are looking for a review of the accounting guideline for cloud computing, review of the related party combinations exposure draft and financial instrument reminders and examples

The annual APSE update will review the guidance provided in a new exposure draft for related party combinations and the new accounting guideline for cloud computing expenditures. Reminders of previously effective standards will be provided to ensure your 2023 financial statements reflect these changes. The session will wrap up with a highlight of the common deficiencies we note in the application of the onerous HB 3856 financial instruments and related party transactions requirements which were part of the 2021 ASPE update.

In this session we will cover:

- Newly issued exposure draft for related party combinations
- Cloud computing
- Reminders for the 2021 financial instruments changes (preferred shares, related party transactions)
- Insight into new and upcoming standards

29:Tc30,