AGM plus a tax discussion by Erin Podio

2021 Tax Update:  A brief summary of recent income tax developments of interest for estate and trust practitioners including a discussion of proposed tax measures in the 2021 federal budget.

 BIO

As a Partner in Grant Thornton’s Canadian Domestic Tax practice and the firm’s Southern Ontario Succession and Estate Planning Leader, Erin is responsible for leading and executing estate planning and tax advisory engagements for Canadian business owners and high net worth individuals.  Erin is able to advise clients on a broad range of Canadian tax compliance matters and tax planning solutions.  Her experience includes providing innovative and effective tax strategies to individuals and corporations to minimize taxation, as well as providing estate and succession planning advice to business owners.  Her practice experience includes Canadian income tax services with respect to estate planning, post-mortem planning, corporate reorganizations, purchase/sale transactions, remuneration planning, personal and corporate tax compliance, tax advisory regarding the use of family trusts and tax compliance for deemed resident trusts.  Erin has worked with clients across a diverse range of industries in the privately held business sector including real estate and manufacturing.  Erin is a member of the Chartered Professional Accountants of Ontario, the Canadian Tax Foundation and the Estate Planners’ Council of Hamilton.