GTA Accountants & Finance Network

Life Insurance: The Wealth Tax Shelter and Estate Enhancement Solution

This presentation will show how to implement life insurance concepts for clients based on their various needs.

Tax Solutions Using Insurance

Explore the ability to complement insurance strategies to solve tax problems.

Post-Mortem Planning & Life Insurance

The presentation will focus on using permanent life insurance for post-mortem planning purposes in the context of a deceased private company shareholder. Use of insurance for loss carryback & pipeline planning will be demonstrated.

Death, Taxes, and Insurance

This course will cover the basics of how life insurance works and more importantly why it is one part of a comprehensive estate plan.

Professional Liability Update & Update from the Liability Insurer's Perspective