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Canadian Webinar: Estate Planning for Clients
Type: Webinar with NA CPE
Starts
20 September 2023 2:00 pm ET
Ends
20 September 2023 3:00 pm ET
2:00 – 3:00 pm ET
0 hr CPE/CPD
Canadian Webinar: Estate Planning for Clients
In this estate planning seminar, we will review some easy ways to cap and reduce the terminal tax liability for business owners.
Learning Objectives
- Basics of the estate freeze
- Basics of implementing a family trust
- Basics of “wasting” the freeze
Speaker Bio
Ross Young
Chartered Accountant & Certified Financial Planner
ICP Planning Ltd.
| As a Chartered Accountant and Certified Financial Planner specializing in tax, estate and philanthropic planning, the value I bring to business owners and professionals helps them navigate the complexity of their family assets. Their biggest concerns are creating, growing and protecting their legacy in ways that is meaningful to them. My certification and experience as a Family Enterprise Advisor adds depth to the solutions I bring to the unique challenges of my clients. | |