Mastering Estate Planning and Tax Strategies for CPAs in Uncertain Financial Times
This course provides CPAs with comprehensive knowledge and practical strategies for navigating estate planning and tax considerations during uncertain times. The course emphasizes the importance of proactive estate planning to mitigate financial challenges and minimize tax liabilities. Participants will gain a deep understanding of estate administration processes, tax implications upon death, international estate considerations, insurance planning, valuation challenges, and the complexities of estate planning. The course also covers the role of professional expertise, the impact of multiple jurisdictions on taxation, estate debts, insurance policies, and the need for continuous adaptation in estate planning.
Estate Planner
Tony is a tax & estate accountant and insurance advisor working with family-owned businesses providing estate, insurance and succesion planning solutions and strategies. Tony will provide sophisticated estate & insurance planning alternatives with a focus in helping business owners identify issues and opportunities relating to business succession planning. This approach will help clients through the complexities of wealth transition and tax minimization strategies.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
