Participated in a webinar organized by Advocis focusing the main reasons to hold life insurance in a corporation and related planning issues, the general tax rules governing corporate-owned life insurance, policy transfer rules and charitable donation strategies on corporate owned insurance 

Participated in a webinar organized by Advocis focusing the main reasons to hold life insurance in a corporation and related planning issues, the general tax rules governing corporate-owned life insurance, policy transfer rules and charitable donation strategies on corporate owned insurance 

Attended the webinar organized by Advocis which reviewed the corporate attribution and TOSI rules and discuss their impact on common business planning arrangements including dividend strategies, estate freezes, intergenerational share transfers, buy-sell agreements and estate planning, as well as highlight other key planning considerations to maximize income splitting in a family business context

Attended a webinar organized by Advocis which reviewed the various income attribution rules applicable to families, discuss recent tax changes relating to trust reporting and Alternative Minimum Tax that can also impact income splitting, and through case studies review the “Top 10” income splitting opportunities including the use of life insurance