What happens when a CPA
or Business Owner Dies
Location: Carriage House Inn
Date: May 20, 2026
Lunch: 11:30am
Presentation: 12:00pm
Topic Description:
Help for You and your Business Owner clients:
- What are the tax, legal, family law consequences when you pass away? The practical points! The traps!
- What are the ramifications of a buy-sell situation?
- What are the ramifications of a corporate law situation with directors to act?
- Disability, death, divorce?
- What about CPA Alberta?
Eleanor Carlson, TEP - Estate Lawyer
Bio
Eleanor Carlson is a recognized wills and estates lawyer whose practice encompasses estate planning, administration, and litigation. She focuses on personalized estate, succession, and incapacity documents. She works closely with clients navigating complex family circumstances, including planning for closely-held companies, blended families, separation, and divorce.
Jos Herman, CPA,CA,CLU,CFP,TEP
Tax, Estate, Financial Specialist
Bio
Jos Herman At her boutique consulting firm, Resources & Solutions, she provides private business and personal solutions focused on estate and financial planning, asset protection, tax efficient insurance strategies for buy-sell situations, estate tax liabilities and equalization.
Her breadth of industry knowledge and financial planning solutions has been a valuable asset to business owners, incorporated professionals, families, fellow CPAs, legal professionals, and advisors.
**NOTE**
Lunch starts at 11:30 am
Speaker starts at 12:00 noon
- In-person event only
- Registration Cut-off is on Friday, May 17, 2026
- No refunds, unless ECPAC cancels the event
Please pass this event information on to your colleagues and invite a guest.
Members can register guests. Guests are able to attend 2 times per year.
Please see the main events page for more details on registering.