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PFPI14A Taxation seminar: Tax effects of death

This course is for financial planners who would like to enhance their knowledge in the area of estate planning.

The objective of the course is to present general knowledge about the tax consequences of death.

In particular, the course will deal with the follow tax situations: death of an individual, death of an entrepreneur, death of a partner and death of a shareholder. Tax planning issues will be examined in relation to each subject studied.

A case study, mini case study and practical examples will be used to illustrate the theoretical principles.

By the end of the course, the participants will have gained an understanding of the tax complexities of death in various circumstances and be better able to advise their clients.

3 HOURS OF PREPARATORY WORK AND 2 DAYS OF 6 HOURS IN CLASS.


  • Durée : 15.0 heure(s)
  • UFC PFPI : 15.0
  • Conférencier(s) : Daniel Ugolini Grant Henri
  • Langue du cours : Anglais
  • Nombre de places disponibles : 9


Accréditation

Organisme Numéro d'accréditation Unités Sous-domaine
Barreau du Québec
15.0 Règlement sur la formation continue obligatoire des avocats
CSF CSF12-06-27725
15.0 Matière générale


Périodes

Date Heure de début Heure de fin Lieu Salle
6 mai 2013 8:30 16:00 Holiday Inn Select, Montréal
7 mai 2013 8:30 16:00 Holiday Inn Select, Montréal