"US Death Taxation in Light of TCJA (Tax Cuts Job Act) and Secure Act" Elena Hanson is a Managing Director of Hanson Crossborder Tax Inc, a private international tax advisory company which she founded in 2012. Elena assists US, Canadian and international private clients and the […]
Elaine Blades, J.D., TEP Senior Manager, Professional Practice Group RBC Estate & Trust Services Royal Trust Corporation of Canada Elaine Blades, Senior Manager, Professional Practice Group (PPG) at RBC Estate & Trust Services, is a principal resource for technical and legal expertise for trust and […]
Suzanne Schultz, CPA, CA, CFP Vice-President and Estate Planning Specialist RBC Wealth Management Financial Services Inc. PRESENTATION: Tips and Traps when Including Annuities in a Client’s Planning In this presentation Suzanne will talk about the different kinds of annuities available on the market, the taxation of […]
Jacob Kaufman will be discussing estate planning, administration and issues that could give rise to litigation in this pandemic. Jacob Kaufman was called to the Ontario Bar in 2011. Prior to joining de VRIES LITIGATION LLP, he worked at one of the world’s largest law […]
This seminar will explore the tax credits for charitable gifts of publicly traded securities, stock options, life insurance, RRSP, TFSA and bequests. It will explore tax efficient gifting strategies and some common mistakes in estate plans. Kate is a Wealth Strategist with legal background and […]
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