Tax & Estate Planning for Owners of Closely-Held Corporation | Legal Education by learnformula
Tax & Estate Planning for Owners of Closely-Held Corporation
Podcast - Today we are joined by two Dentons partners who will share tips & tricks on successful planning.
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Dentons Partners Mike Harris & Blair Botsford
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Partner at Dentons
2 Courses
• 650 Reviews
Mike Harris (He/Him/His) is a partner in Dentons’ Tax group. His practice focuses on corporate and personal tax planning and reorganization, as well as tax litigation, compliance and dispute resolutio...
Adam Staviss
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Personal Development Coach
For over 17 years I've taught over 2000+ students ages 3-82 years old 8 different musical instruments around the world. Learning music can be challenging for so many people and it is through this stru...
About this course
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!