Tax Planning: Pre and Post-Mortem – Accounting for Lawyers (Calgary)

Estate planning is much more than drafting a Will. Identify pre- and post-mortem tax planning issues for your clients, including common pitfalls and opportunities. Pre-mortem planning helps in drafting the Will with a goal to ensure that the estate will be as tax efficient as possible, while the post-mortem planning can ensure effective administration of the estate. Discuss planning considerations regarding TOSI (Tax On Split Income).

View the brochure.

Regular Price: $125 + GST

There are 3 other sessions in the Accounting for Lawyers series running in Edmonton:

• Understanding Financial Statements (1.5 hrs)
• Introduction to Business Valuations (1.5 hrs)
• Tax Planning:  Matrimonial Asset Division (1.5 hrs)

This program is also offered in Edmonton.

NOTE: The materials for this program will be provided in electronic format.