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...
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...
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...
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