Liuna Station
360 James Street North, Hamilton, Ontario, Canada
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 […]
Andrew C. Bateman & Brett Anderson, Partners at Felesky Flynn, LLP, Calgary New reporting rules are proposed to come into effect for many trusts, starting with those having taxation years ending Dec 31, 2021. Such trusts will now be required to disclose personal information concerning […]
Recent developments regarding jointly held assets and beneficiary designations Presented by our own David Henderson. David was called to the bar in 2008 and his practice focuses on trust and estate and corporate law. He has extensive experience with succession planning for family businesses as […]
