Essential Pieces of an Estate Plan – The Complexities

  • 21 Sep 2022
  • 12:00 PM - 1:00 PM
  • Zoom online

Registration

  • Choose this if you are a member of the ECPAC and you are registering yourself and guest(s). You may register guest(s) only when registering yourself. If after registering you want to add a guest registration you must contact the ECPAC administrator. There are no refunds, except if the session is cancelled by the ECPAC. NOTE: Guests may attend a maximum of two (2) sessions as a non-member. If s/he likes what they see, we hope you will encourage them to join us if they meet eligibility requirements. Go to Join Us! to find out more.
  • Choose this if you are not a member of the ECPAC, and you are not being registered by a member. You may only register yourself. If you know another person wishing to register, then please direct them to do so themselves. There are no refunds, except if the session is cancelled by the ECPAC. NOTE: You may attend a maximum of two (2) sessions as a non-member. If you like what you see, we hope you will join us if you meet eligibility requirements. Go to Join Us! to find out more.
Registration is closed

Essential Pieces of an Estate Plan – The Complexities

Estate planning is not just having a will and an RRSP.  Clients are relying on financial tools that are getting more complex and rely on CPAs to understand the taxation behind their choices. 

Tax consequences of death and the ultimate double tax impact many Canadian business owners face.  Through interactive discussion and case studies, Jos will explore the challenges many business owners face, and the complexities involved with tax distribution planning.

Our clients are looking to CPAs to provide guidance in much of the tax and estate planning world that is ever changing.  Jos will explore the use of financial tools at their disposal using the Income Tax Act and complimenting the plan with solutions that are misunderstood in the marketplace, such as trusts, insurance, shareholder agreements, and beneficiary designations. She will share some interesting case law in the estate planning world. Not to be missed.

Our speaker:

At her firm, Resources & Solutions Professional Corporation, Jos Herman, CPA,CA,CFP,CLU,TEP estate planning is her focus.

She provides wealth  and estate planning consultation to individuals, business owners, advisors, organizations and professionals. She provides independent private business solutions and training focused on wealth concepts, tax efficient strategies, asset protection and philanthropy.

Her breadth of industry knowledge and wealth planning solutions has been a valuable asset to clients, CPAs and legal professionals, and advisors.

Jos is a proud member of the:

  • Canadian Association of Gift Planners
  • Canadian Tax Foundation
  • Estate Planning Council of Canada
  • CALU
  • Financial Planning (FP) of Canada
  • Advocis
  • Step Canada

She has the ability to sit down with families and business owners to ensure their objectives are addressed in their asset protection planning.



Online Zoom event to gather professionals in & around Calgary as we say good-bye to summer.

-----October will be in person.


**NOTE**

  • Online Zoom registration cutoff is 5:00 PM on Monday, September 19, 2022
  • No late registrants please
  • No refunds, unless ECPAC cancels the event

Please pass this event information on to your colleagues. Please see the main events page for more details on registering.