Professional Engagements

Corporate owned insurance part 2
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
27th Feb 2025
1pm – 3PM
Corporate owned insurance part 1
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
13th Feb 2025
1pm – 3PM
Income splitting part 2
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
22th Oct 2024

Income splitting part 1
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
9th Oct 2024
1PM-3PM
Strategies to reduce capital gains tax for property investors in 2026 and beyond
March 18, 2025

Join us online for an exclusive seminar on how to save capital gains tax if you are considering selling your investment properties after 2026
FREE
Strategies to mitigate small business capital gains tax after 2026
March, 2025

Join us at the Accelerator Centre in Waterloo for an exclusive seminar on how to save capital gains tax when selling your business or in the event of an accident
FREE
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