About this course
Bar of Quebec
LSA
LSM
LSNB
LSNL
LSN
Often, as a business owner, your major asset and greatest source of income is the closely-held business. Therefore careful tax and estate planning are essential. Today we are joined by two Dentons partners who will share tips & tricks on successful planning. Blair Botsford, a partner in the Trusts, Estates, and Wealth Preservation group of Dentons’ Toronto office, will talk about estate and succession planning, taxation on death, complex situations, sharing her extensive experience and potential traps and/or oversights professionals may encounter. Mike Harris, a partner in Dentons’ Tax group, shares his side of the story, in-depth estate freezes, when it's smart to do it and when it is not, post-mortem tax planning, along with best practices. Some of the topics that will be covered in this course: -Estate Freeze -Challenges Associated with Estate Freeze -Estate Freeze Traps -Taxation on Death -Double Taxation -Tax Returns -Post-Mortem Tax Planning -Corporate Tax Planning in Relation to Estate and Succession Planning -Issues Surrounding Insurance -Family Law Issues Affecting Corporate Clients -Complex scenarios and more!
This course includes:
schedule2 hours on-demand content
signal_cellular_altBeginner level
task_altNo preparation required
calendar_todayPublished At Jan 22, 2023
workspace_premiumCertificate of completion
errorNo prerequisites
lock1 year access
calendar_todayUpdated At Aug 8, 2024