Link to CPA Ontario Program

Hosted by The Estate Planning Council of Canada Link to the course This session will outline strategies and highlight pitfalls associated with the preparation and filing of terminal tax returns. Participants will be exposed to common challenges in the preparation of terminal returns and how those obstacles can be avoided and or mitigated. Topics include final income, claiming tax credits, T1 adjustments, capital gains and losses and understanding spousal rollovers. Through re

Help clients consider an investment policy statement in their wills Published by Investment Executive April 12,2023 A major element of estate planning is determining the assets, and their value, to be left to estate beneficiaries. However, the estate plan may not specify how the assets are to be invested and managed post-death and prior to distribution to beneficiaries. Unless the will specifies an approach and constraints, an executor (a.k.a. estate trustee) will have signif