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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.
Registration is closed
See other eventsTime & 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
Tickets
1 CPD Hours
$49.00Tax: HST includedSale ended
Total
$0.00
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