Tax Planning: Pre and Post-Mortem – Accounting for Lawyers (Edmonton)
Estate planning is so much more than drafting a Will. In this course, you will learn 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. This course will also provide some planning considerations regarding TOSI (Tax On Split Income).