Post-Mortem Tax and Estate Planning 2022
Terminal Returns/ Personal Tax Considerations of a deemed disposition on death.
This course focuses on Terminal Returns/ Personal Tax Considerations of a deemed disposition on death, including the utilization of various attributes on death as well as the filing of various tax returns on death and Testamentary Pipelines.
This course will cover the following topics:
- Deemed Disposition
- Tax Considerations
- Transferring Capital Assets
- Capital Losses
- Charitable Donations
- Medical Expenses
- RRSP & RRIF Income
- RRSP Deduction
- TFSA
- Returns
- Estate Planning and more
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2 Video
Post-Mortem Tax and Estate Planning Part 1
56m 21s
Post-Mortem Tax and Estate Planning Part 2
43m 0s
Tax Manager at Lazer Grant LLP, CPA - Manitoba, CPA In-depth Part 1- Experience in Corporate Tax at Big-Four Accounting Firms. Specialize in Canadian Taxation of Individuals, Corporations, Partnerships & Trusts. Expertise in Domestic Tax, Re-organizations, Tax Structures, Succession & Estate Planning. Compliance/ Tax Return Filings such as T1s, T2s, T3s, T5013s, T5018s and T4/T5 and NR4s
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