Associations and Networking

"Failing to Plan is Planning to Fail", Estate Law Updates, followed by the Association's Holiday Reception

Dec 06, 2022

The National Club, Toronto

DATE

DEC 06

2022

TIME

6:00 PM - 9:30 PM

WHO CAN ATTEND

All

PD HOURS

1 Hour

ETHICS HOURS

0 Hours

STATUS

Registration closed on

Dec 04, 2022

EVENT DESCRIPTION

In this presentation, Henry Korenblum, MBA, CPA, CA, CIM, CFP, TEP, FEA, MFA-P, CPA (Illinois), Estate & Taxation Consultant, will present on a range of current Estate and Tax Planning topics, including Bill-245, strategies to mitigate Probate and the use of life insurance in tax planning. The seminar will be followed by The Toronto South CPA Ontario Society's Holiday Reception. Admission includes hors d'euvres and one free refreshment.

The impact of Bill-245 upon Estate Plans. Common strategies to mitigate Probate. Common “Tips and Traps” in Probate. The impact of recent case law. How Life Insurance can be used as a Tax-Efficient Wealth Accumulation tool for Tax, Business, and Estate Planning purposes.

PRICING

$20.00 Member

$20.00 Student

$20.00 Public

Status: Registration closed on Dec 04, 2022

LOCATION

The National Club, 303 Bay Street, 2nd Floor, Bar Lounge, Toronto, Ontario, M5H 2R1

SPEAKER(S) BIO

Henry Korenblum, MBA, CPA, CA, CIM, CFP, TEP, FEA, MFA-P, CPA Illinois - Estate and Taxation Consultant

From Toronto South CPA Society

  • Joe Lawson CPA CGA, Association Secretary
  • Adam Aguzzi CPA CMA - Association Treasurer

SPECIAL INSTRUCTIONS

An email reminder of this event will be sent out closer to the date. Please check your Junk and Spam folders and ensure membernetwork@cpaontario.ca has been added to your safe addresses.