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Courses/Finance/Retirement Planning

Real Estate Tax Planning and Artificial Intelligence Impact

Tax Discussion while Owning Real Estate Property, Estate Considerations to Reduce Taxes and Probate Fees and AI Impact on the Process

Created byAnna Knight, CFP
4.6
(25 reviews)
BeginnerUpdated Nov 28, 2023
Real Estate Tax Planning and Artificial Intelligence Impact

What You'll Learn

check_circleArtificial intelligence and estate planning
check_circleTax implications during ownership of real estate assets
check_circleStrategies to minimize probate and taxes on real estate assets at death
check_circleTax implication when selling real estate properties

About This Course

Dive into the nuances of real estate taxation with our dynamic course. From acquisition to sale, uncover crucial tax considerations and proven strategies. Master estate planning techniques to minimize tax impacts on asset disposition. Explore the revolutionary role of AI in reshaping the entire process, from automated valuations to streamlined transactions. Gain essential insights for savvy decision-making at the crossroads of real estate and taxation.

Your Instructor

Anna Knight, CFP
Anna Knight, CFP

Speaker â–  Coach â–  Writer â–  Business Owner â–  Financial Planner â–  Creator of Prosperity Retreats

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star3,059 reviews

Anna Knight is the Founder, Severance and Pension Specialist and Certified Financial Planner at Simplicity Financial (www.simplicityfinancial.ca).   She started Simplicity Financial with over 20 years of industry experience to empower Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates and strives to be the same for the community at large.   To learn more, please visit www.simplicityfinancial.ca     To elevate her impact and reach, Anna delivers her money management and wealth-building courses to corporations and a number of organizations online through her carefully curated courses. She also shared her valuable and time-tested wealth-building strategies in her latest book "The Million Dollar Difference" and collaborated with her colleague to create a 30-day financial healing journal, "My Financial Wellness Journal." In her well-established private practice, Anna offers fee-for-service financial planning guidance or gets retained by her clients to manage their financial affairs.    ​To implement the simple yet powerful financial plan, Anna has partnered with some industry leaders. ​To provide investment management advice, Anna is a Financial Advisor with Desjardins Financial Independent Network.  If her plans call for alterations or adding new life insurance solutions, Anna works as an Insurance Broker with Desjardins Financial Independent Network.    ​Before setting up her own independent practice, Anna worked for ICM, another independent MFDA dealer for several years, and Royal Bank of Canada, National Bank and Manulife Financial before that. She has not only extensive education in her field but also years of hands-on experience. ​As a wellness and fitness enthusiast, world explorer and dancer and mom, Anna ensures to keep on creating a work-life balance and encourages her clients to do the same. 

Credit Information

Do these courses count toward my professional development requirements?

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.

What Students Are Saying

4.6
Student's Choice
25 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.