UPDATE FOR PROFESSIONALS BREAKFAST SERIES
“Planning for US Estate Tax and CDA Planning”
The US estate tax provisions changed in 2010. Benita Loughlin, KPMG LLP, will provide an update of cross-border estate planning issues and opportunities for Canadians with US assets and US citizens resident in Canada. The focus will be on identifying situations where there is tax exposure and opportunities to minimize tax.
The Capital Dividend Account presents numerous opportunities for tax effective corporate planning. Jack Shaffer, ZLC Financial Group, will revisit the “magic” of the Capital Dividend Account for corporate planning plus look at the two biggest mistakes that corporations make with respect to shareholder life insurance. In addition, we will look at recent updates and trends that impact personal and corporate estate planning.
Wednesday, October 5, 2011
Four Seasons Hotel – Le Pavilion I & II
791 West Georgia Street
Full Breakfast 7:30 am / Presentation 8:00 am – 9:30 am
