Tax Implications on Death & Effective Planning Strategies.
This course will outline the various post mortem tax planning opportunities for clients that own assets, investments and privatecompany shares. It will provide you with the tools to consider the best plan for your client. It will also provide the tax implications on death.
This course will cover post mortem planning for private corporation shares as well as the issues of taxation on death.
Specific topics areas will include:
This course is ideal for: All tax practitioners that work with owner/manager clients, high net worth individuals
AJAG Professional Development was founded in 2003 with a mission of making professional development easier and more cost-effective for Canadian accountants and other financial advisory professionals. Our comprehensive range of flexible and reasonably-priced courses, programs and seminars are delivered online and in classroom-style settings in the Greater Toronto Area (Toronto, Oakville and Markham). AJAG features a roster of highly-qualified instructors who deliver content that is pertinent, up-to-date and engaging.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
