Essential Strategies for Tax Savings, Estate Freezes, and Trust Management.
This webinar provides a comprehensive discussion on estate planning, which focuses on planning for death. While no one likes to think about it, effective estate planning is crucial to reduce burdens on grieving family members and ensure they are left with fewer complications and more financial security. Key topics such as tax savings, estate freezes, and trusts are thoroughly explored, with numerous examples provided to clarify these important concepts.
This webinar covers key aspects of estate planning, including:
3 activities • 2 videos • duration: 2h 25m
CPA, CA, M.Acc
Jason Fleming is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) with a master’s degree in accounting. Jason is an associate professor, teaching stream, at York University, previously he was a tax manager at a Big-4 accounting firm in Toronto. Jason completed the CICA’s In-Depth tax course, ranked 8th in Ontario on the UFE (the CA professional exam) and taught tax week at the ICAO's Summer School. Jason is the author of CFE Tax, 9th edition, CFE Case Writing, 3rd edition and various tax articles.
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.
Two things: 1. I took this course as part of a death and taxes bundle. The Estate Planning and Trusts course covered some of the same topics as this course. I am guessing about 25%. 2. I found some of the topics difficult but knowledge of their existence is great to point clients in the right direction and get them the expert knowledge they need through a tax accountant and/or a lawyer
Yes, this was great, but a lot of info and I'd like to listen again!
To expand knowledge of tax rules
Well Explained update to complex issues.
