Online Seminar

RIP - Estate Planning

JAN 17 - Jan 18, 2023

Online

DATE

JAN 17 - JAN 18

2023

TIME

8:30 AM - 12:30 PM

WHO CAN ATTEND

All

PD HOURS

7 Hours

ETHICS HOURS

0 Hours

STATUS

Registration open until

Jan 12, 2023

EVENT DESCRIPTION

NOTE: This course description has been revised and reflects updates for 2022. If you have any questions, please contact pdevents@cpaontario.ca

This seminar provides a detailed review of important estate planning matters for practitioners or other professionals who deal with owner-managers or clients with a high net worth.

SCHEDULE

This course has shifted online into two, half-day sessions.

  • Tuesday, January 17, 2023, 8:30am -12:30pm
  • Wednesday, January 18, 2023, 8:30am - 12:30pm
  • Accountants spend most of their professional lives planning for one event or another: their career, their families, their taxes, and, of course, other peoples’ taxes. However, few professionals have thoroughly considered the aspect of estate planning and its implications on taxation.

    This seminar provides a detailed review of important estate planning matters for practitioners who deal with owner-managers or clients with a high net worth. Specifically, you will gain enhanced estate planning skills, an introduction to important tax and estate planning concepts, useful tips, and an updated reference source. You will develop a working understanding of how to initiate and undertake effective estate planning for clients. The seminar emphasizes the maintenance of flexibility in the estate plan while managing estate planning risk.

    Topics Include:

    • Planning for deemed disposition at death
    • Planning and using trusts
    • Post-mortem planning
    • The use of life insurance in planning
    • A U.S. estate (and gift) tax review
    • The preparation and discussion of practical examples through a case study

    KEY TAKEAWAYS

    Upon completing this course, you be able to:

    • Identify significant issues relating to estate planning and the use of trusts
    • Analyze post-mortem planning alternatives in the context of fact-specific scenarios
    • Explain the use of life insurance in estate and post-mortem planning
    • Identify U.S. estate tax issues

    WHO WILL BENEFIT

    Although all accounting professionals will gain value from this seminar, this seminar caters to practitioners who want to identify and address estate planning needs for the owner-manager or individuals with high net worth.

    PREREQUISITE KNOWLEDGE

    Prior to taking this seminar, participants should:

    • Possess experience in the area of domestic estate planning
    • Acquire a solid understanding of testamentary tax rules
    • Complete prerequisite seminars RIP – Estate and Testamentary Trust Returns and RIP – Terminal Filing

    PRICING

    $325.00 Personal Passport

    $380.00 Organization Passport

    $479.00 Member

    $479.00 Student

    $589.00 Public

    Status: Registration open until Jan 12, 2023

    LOCATION

    Online

    SPEAKER(S) BIO

    Milan Legris, LL.B., LL.M, TEP, is a tax and estate planning lawyer in Ancaster, ON. Milan restricts his work to consulting with other professional advisors for high-net worth individuals, senior executives and key employees, as well as owner-managers and their families. Milan was called to the Ontario bar in 1986 and is also an advisor and author of reference materials on taxation for the Law Society of Ontario’s (LSO) Professional Development and Competence Department. Milan was a lecturer and instructor for the LSO’s Bar Admission Course on taxation.

    SPECIAL INSTRUCTIONS

    This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.

    Electronic material can be accessed one week prior to the course at https://pdlms.cpaontario.ca/ and should be downloaded in advance.

    Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.