Estate-Planning Seminar

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Join us for a presentation by Michelle Munro, Fidelity’s Director of Tax & Retirement Research, to learn more about topics such as:

• Estate-planning considerations: Learn more about assets in multiple jurisdictions, testamentary trusts, alter ego trusts, estate freezes, as well as probate, U.S. estate tax, and digital estate planning.
• Tax-planning considerations: This presentation will give an overview of the taxation of small businesses, and how tax-efficient investments can be used in such businesses, including a review of the passive investment income measures impacting owners of private corporations.
• Tying it all together with a discussion around Charitable Donation as part of a broader Tax-Efficient and Estate Planning Strategy.

Additionally, Mike Delves, MNP Partner and Business Advisor, will be speaking about the proposed changes to the Alternative Minimum Tax (AMT) rules for 2024. Learn more about the proposed complex changes and how they will impact clients.

Limited spaces available, RSVP to cheryl.onciul@islandhealth.ca by September 29th.

 

 

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