February 12th: Navigating Death & Taxes

                         Unpacking the Complex Taxation Landscape of Estates and                              Trusts

This comprehensive primer for estate planners and administrators is a detailed review of taxation impacting estates and trusts, encompassing both domestic and international considerations, and covers the myriad of tax issues triggered at death.

Date: Wednesday, February 12, 2024 at 12:30pm ET

Duration: 1.5 hours (CE/CPD credit)

Presented by: Bruce Young, CPA, CA, CEA

Hosted by: Collective Agreement

Sponsored by: Canadian Institute of Certified Executor Advisors (CICEA)

Registration: Use this link to register (advance registration is required)

Registration Fee: No fee to attend (donation to Baycrest Brain Project is encouraged)

Audience:

This fast-paced session is tailored for CEAs and other professional advisors, including: lawyers and legal practitioners; accountants and income tax preparers; financial and insurance advisors; corporate

trustees and their support teams.  (Invite your associates!)

As an intermediate-level session, participants should have an understanding of estate and trust fundamentals, along with a familiarity of core Canadian income tax principles.

For those involved in:

? Estate planning - it will provide valuable insights of tax issues impacting their client’s estate and incapacity planning, and help them navigate client discussions.

? Estate administration - it will highlight critical issues to be addressed by executors and trustees, along with pragmatic tips for ensuring issues are addressed in a timely manner.

? Income tax preparation - it will cover the wide array of issues to be addressed in preparing Terminal returns and provide pragmatic tips for managing the entire filing process.