| Join us for this two-part webinar on March 19th and March 27th, from 1:00 PM to 3:00 PM (Eastern Time). | Moderated by Sara La Gamba, CFP, CLU, CHS, TEP, the webinar will feature experts Kevin Wark, LL.B, CLU, TEP, and Glenn Stephens, LL.B, TEP, FEA. Together, they will offer a preview of the newly updated "The Essential Canadian Guide to Income Splitting (2nd Ed)". This guide delves into the tax rules designed to prevent income splitting, while also exploring the planning opportunities still available to help your family and business clients minimize their overall tax burden. | | | Admission: As a benefit of Advocis membership, members are entitled to attend these webinars at a discounted rate, use your Advocis membership ID as the promotional code to unlock these tickets. - Member Admission: $130+ HST
- Non-Member Admission: $220+ HST
| | Part 1: Tuesday, March 19, 2024, from 1:00 p.m. to 3:00 p.m. (EST)
We will review the various income attribution rules applicable to families, discuss recent tax changes relating to trust reporting and Alternative Minimum Tax that can also impact income splitting, and through case studies review the “Top 10” income splitting opportunities including the use of life insurance. |
| Part 2: Wednesday, March 27, 2024, from 1:00 p.m. to 3:00 p.m. (EST)
We will review the corporate attribution and TOSI rules and discuss their impact on common business planning arrangements including dividend strategies, estate freezes, intergenerational share transfers, buy-sell agreements and estate planning, as well as highlight other key planning considerations to maximize income splitting in a family business context.
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| | This event is pending review for the following 4.0 CE (2 CE per session) credits with The Institute, ICM, ICS, ICBC, AIC and MFDA. | | Questions? | If you have any questions or concerns regarding this event, please reach out to CE@advocis.ca. | | | | Advocis, The Financial Advisors Association of Canada
events@advocis.ca
Our mailing address is:
10 Lower Spadina Ave., Suite 600, Toronto, ON M5V 2Z2
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