GTA Accountants & Finance Network

Capacity and the Aging Entrepreneur

In this session we will discuss the issues surrounding estate planning and the aging entrepreneur.

Is Strategic Philanthropy Part of Your Clients’ Estate Planning?

Learn how to help business owners and affluent families maximize giving and minimize taxes.

Choosing Your Executor Workshop

This workshop will be a very practical discussion about tips and traps involved in choosing executors of your estate. It will likely expose you to considerations that you have never thought about.

Efficient Estate Planning: Maximize Wealth Transfer and Minimize Probate

Using a holistic but comprehensive planning approach, Bryan and his team are going to explain how they maximize wealth transfer for their clients and minimize estate taxes, including probate.

Digital Assets, Estate Planning and the Law: What You and Your Clients Need to Know

Will Wordings for Accountants

This session is an interactive workshop that will teach accountants about helpful wordings to suggest for your clients' wills.