2:00 – 3:00 pm ET
0 hr CPE/CPD
In this estate planning seminar, we will review some easy ways to cap and reduce the terminal tax liability for business owners.
|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.|