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.