Estate-Planning Seminar

Reading Time: 1 minute
      Share this:

 

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.

 

 

Similar Posts

PALS Education
|

Donor Dollars at Work: Supporting Pediatric Care at NRGH

ByDai Renton Reading Time: 2 minutes

At the Nanaimo & District Hospital Foundation, we’re dedicated to ensuring our community receives the best possible care. Thanks to the incredible generosity of our donors, we’re proud to support the training and certification of Pediatric Registered Nurses at Nanaimo Regional General Hospital (NRGH) through the Pediatric Advanced Life Support (PALS) Course.  The PALS program…

Giving Tuesday
|

This Giving Tuesday, the Nanaimo & District Hospital Foundation launches a campaign to give the gift of life to our tiniest patients by funding state-of-the-art incubators

ByDai Renton Reading Time: 3 minutes

NANAIMO, BC – November 28, 2024 – Miracles happen every day in the Neonatal Intensive Care Unit (NICU) at Nanaimo Regional General Hospital (NRGH). Every week, an average of six newborns, many born prematurely, are admitted to or transferred into the NICU for life-saving care. This Giving Tuesday, December 3, the Nanaimo & District Hospital Foundation…

Imaging: Seeing Beyond to Save Lives - 2024 Winter Campaign
|

Imaging: Seeing Beyond to Save Lives” launches to raise funds for state-of-the-art medical imaging equipment at NRGH

ByDai Renton Reading Time: 3 minutes

NANAIMO, BC – November 19, 2024 – The Nanaimo & District Hospital Foundation (NDHF) has launched its largest campaign of the year, with a goal of raising funds to equip a new state of the art SPECT/CT machine for early diagnosis and treatment of patients at Nanaimo Regional General Hospital (NRGH).  The campaign, titled Imaging Seeing…

A Legacy of Care: Honouring Pat Docherty Through the Gift of Critical Care
|

A Legacy of Care: Honouring Pat Docherty Through the Gift of Critical Care

ByDai Renton Reading Time: 2 minutes

This is a series to celebrate the community and individual donors who are making the Critical Care Unit at NRGH possible. In 2014, a group of friends came together for a casual golf day, enjoying a shared passion for sports and friendship. What began as a lighthearted gathering soon took on a significant purpose after…

NRGH CCU
|

Landmark Critical Care Project Completes Fundraising Goal Ahead of Schedule

ByDai Renton Reading Time: 3 minutes

New ICU & High Acuity Unit (HAU) Transforms Critical Care at Nanaimo Regional General Hospital NANAIMO, BC – October 23, 2024, The Nanaimo & District Hospital Foundation (NDHF) is thrilled to announce the successful completion of its most ambitious fundraising campaign to date, exceeding the $10 million dollar goal for the Critical Care Unit at…