Course content

    1. Presentation

    2. Article

    3. Recording

About this course

  • $44.00
  • 1 CPD hour
  • September 29, 2022

Course Description

This webinar will explore strategies that allow donors to multiply their current giving and bequests using existing tax laws and financial products. More specifically, topics covered will include:

  • Creating impact by donating life insurance
  • Using life insurance and life annuities to multiply your bequests
  • Making instant and hassle free bequests without the need to update your will
  • Flow Through Share Donation Strategies
  • Tax smart giving strategies to maximize the impact of charitable donations by business owners

Target Audience

This webinar will be of most interest to tax practitioners and accountants, practicing independently or in small to medium sized firms.

Instructor(s)

Tina Tehranchian

Senior Wealth Advisor

A financial advisor since 1991, Tina Tehranchian, BA, MA, CLU®, CFP®, CHFC®, MFA-PTM (Philanthropy), is a senior wealth advisor at Assante Capital Management Ltd. She specializes in assisting business owners and self-employed professionals grow their wealth and develop sound financial and estate plans. She is also an expert in devising charitable tax planning strategies and helping philanthropic Canadians multiply their bequests to charities while reducing their taxes and leaving greater inheritances for their beneficiaries.

Tina is a FP Canada™ Fellow (formerly Fellow of FPSC™) and was among the first-ever group of Certified Financial Planner (CFP®) professionals in Canada to receive the Fellow of FPSC™ distinction from the Financial Planners Standards Council in 2011.

In 2021, Tina became the first woman and the first Canadian to be selected as the Top Senior Wealth Advisor of the Decade by the International Association of Top Professionals (IAOTP) and in 2020, Tina became the first Canadian to be selected as the Top Senior Wealth Advisor of the Year by the same organization. Amongst the numerous other awards she has received are the Women's Executive Network's Canada's Most Powerful Women : Top 100 Award (2020), Wealth Professional Awards Canadian Advisor of the Year Silver Award (2020), Women in Finance Awards Canada’s Financial Advisor of the Year Award (2019), and the International Alliance for Women’s World of Difference Award (2019). More recently, Tina was listed as one of the best wealth advisors in Ontario in a nationwide report published by The Globe and Mail and Shook Research in 2022.