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Wed, Mar 06


Webinar (1 CPD Hours)

Transferring Wealth with Life Insurance – from a CPA

In affiliation with GTA Accountants & Finance Network.

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Time & Location

Mar 06, 2024, 12:00 p.m. EST

Webinar (1 CPD Hours)

About the Event

Jos will explore the use of life insurance from the point of view of a CPA who does tax & estate planning. Understanding some planning techniques when it comes to estate freezes, beneficiary designation planning for business owners, wealth transfer options without attribution without TOSI, and estate enhancement comparisons.

Instructor(s): Jos Herman, CPA, CA, CFP, CLU, TEP


  • 1 CPD Hours

    Tax: HST included
    Sale ended



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