Plan a smooth business and wealth transition with proven tax, estate, and succession strategies for family-owned businesses.
Succession planning for family-owned businesses involves more than just passing on the company—it requires careful consideration of tax implications, estate planning, and wealth transition. This course explores how families can effectively plan for the transfer of both their business and their personal wealth. Participants will gain insight into the estate and tax consequences of succession, as well as practical strategies and tools to ensure a smooth transition.
We will examine commonly used insurance solutions, estate planning techniques, and tax strategies tailored to the unique needs of family enterprises. The course concludes with four real-world case studies, highlighting key lessons learned and common mistakes to avoid. Whether you're advising family business clients or managing one yourself, this course will help you approach succession planning with confidence and clarity.
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.
