The webinar was led by,
Todd Louie - Senior Partner, Quantum Family Offices
Todd has over 30 years of experience as a tax practitioner and is well-known across Canada as an educator in the tax community. He has lectured extensively to thousands of accountants and lawyers to groups, including the Canadian Bar Association, the Ontario Bar Association and the BC CPA Association. Todd has also authored numerous articles on Canadian Taxation.
Diane Everett - Vice President, Planning Services with PPI Advisory.
Diane is an LLB, CLU, TEP, FEA, C.S. (Designated Certified Specialist (Taxation Law) lawyer called to the Bars of British Columbia and Ontario. Diane practices in the areas of corporate reorganizations and related shareholder matters, foreign affiliate taxation, and life insurance taxation
The webinar answered the following questions -
1. Estate Planning - What You Need To Know
2. Creating Tax-Effective Corporate Structures
3. Achieving Superior Asset Protection
4. Succession Planning for Family Businesses
5. How to Provide for Adult Children And Family Members Not Involved in the Family Business
Chapters
00:00 Introduction
06:00 Estate Planning - What You Need To Know
09:47 Creating Tax-Effective Corporate Structures
21:46 Achieving Superior Asset Protection
41:41 Succession Planning for Family Businesses
49:00 How to Provide for Adult Children And Family Members Not Involved in the Family Business
59:00 Q&A
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By: Quantum Business Law
Title: Overlooked issues in Canadian Estate & Tax Planning by Quantum Family Offices
Sourced From: www.youtube.com/watch?v=aLa_5eOxDgE
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