GTA Accountants & Finance Network

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

Helping Your Clients with Tax Debt Issues

Insolvency has been part of our legislation for a long time. However, stigma and lack of information prevent small businesses and professionals from accessing the options available to get out of debt.

Corporate Insolvency and Restructuring

With where the market/economy is heading, some of your clients will have difficult questions to answer and tough conversations to be had with their lenders.