Courses
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$49.00Incapacity Literacy: What Every Trusted Advisor Needs to Know & Why
Join Bruce Young, CPA, CA, and Nathan Spaling, LL.B and founder of POA Registry and Capacity Clinic, as they unpack the legal, ethical and practical landscape of capacity and decision-making in Canada.
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$50.00Valuing and Structuring Employee Ownership Trusts: What Advisors Need to Know
This webinar covers how EOTs work, where valuation and financing drive the transaction, and what advisors need to watch for from feasibility through closing and beyond.
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$79.00Ontario Probate Planning - The Good, The Bad, and The Ugly!
This new workshop will be an interactive discussion of several appropriate strategies to reduce 1.5% Ontario probate fees as part of a comprehensive estate plan.
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$79.00Estate Planning Gems 2.0
ESTATE PLANNING GEMS is a practical workshop that will address some estate planning solutions from the toolkit of a fee-only estate planner/chartered accountant.
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$49.00Bare Trust Workshop - Tips and Traps
This workshop will include a discussion of: fundamentals of a bare trust structure, common applications of a bare trust structure, and more.
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$150.00A Refresher on Estate Freeze Planning
Join Kenneth Keung for a 90-minute “Refresher on Estate Freeze Planning” that delves into the technical, practical, and strategic aspects of estate freezes, highlighting key considerations and common pitfalls to avoid.