We ALL negotiate, ALL the time! The number one most common mistake is that people don’t realize when they are negotiating.
The game has changed and the information age demands a new set of competencies to achieve success.
Negotiating skills are becoming more important day by day.
The faster the rate of change, the greater the need to Negotiate… everyone is challenged to constantly update agreements, strategies, priorities, policies, procedures, systems, teams, work roles, life roles and more.
Four Crucial Questions:
Negotiating isn’t just about sales – you need a realistic and effective approach to master all the on-going relationships you have – both at work and in life.
2.5 hour workshop.
Greg Campeau teaches professional advisors timeless leadership principles and truths for both personal and organizational effectiveness. Greg delivers strategies and solutions that support stability in the “white water world” of the 21st Century.
Since founding Campeau Learning in 1991, Greg to continues to instruct courses at BCIT, APEGBC (Professional Engineers) and CPA Canada and many of Canada's top Corporations. He is a favourite with new CPABC Graduates who complete his Leadership program.
Registrants receive an e-copy of Greg's new book: "Leading From Everywhere"
No charge for EPC Canada Members
Meet fellow members from across Canada and join our lively forum!
We will do some small group breakouts and also round table discussion on challenges for Advisors.
The presentation will include a discussion about Cross-Border Estate Planning and the four distinct US taxes to be aware of including Income Tax, Gift Tax, Estate Tax and Generation Skipping Transfer (GST) Tax and how and when they are applicable to Canadians who are either non-resident or resident in the US. It will also include a comparison of how the US imposes an Estate Tax as opposed to a Capital Gains tax at death as Canada does.
Concrete examples will be used to illustrate the imposition of US Estate Tax on Canadians not resident in the US who own property in the US as well as the US/Canada treaty relief that is available to such Canadian owners of US property. Ownership strategies will also be discussed to illustrate how probate can be avoided in the US and how property in the US can be structured to be characterized as non-US situs property for tax purposes.
David Luzon, Partner - Barclay Damon LLP New York. David is a trust and estate and wealth planning attorney with over 20 years of experience. His clients include individuals and families with domestic and cross-border estate, trust, and business succession planning and administration matters. He also represents large institutional executors and trustees, individual fiduciaries, and sometimes beneficiaries in estate and trust accounting and administration matters, and he provides general fiduciary representation.
David advises on asset-protection planning, dynasty-trust planning, and elder law. He counsels clients in estate, gift, generation-skipping transfer, income-tax, and Medicaid- and retirement-benefits planning; charitable-giving techniques; and guardianship matters.
He has extensive experience preparing estate planning documents, including wills, trusts, powers of attorney, health care proxies, and other documents. He advises on structuring family limited partnerships, LLCs, and corporations for liability protection and transition of ownership. He works with business owners on operating, shareholder, and buy-sell agreements to coordinate with the owner’s business and estate planning goals.
David works closely with individual and institutional fiduciaries on estate and trust administration and settlement matters, including advising them on issues related to exercising proper fiduciary oversight, analyzing beneficiary requests, and protecting against claims against the estate, the trust, and the executor or trustee.
No charge for EPC Canada Members.
This event is for professional advisors only.
Michael Maier, Ph.D., CPA, CGA
Associate Dean, Master’s and Professional Programs Alberta School of Business, University of Alberta
Michael Maier is an award winning professor who has been recognized for teaching excellence at the University of Alberta as a two-time recipient of the McKenzie MBA Teaching Excellence Award. He is currently the Associate Dean for Master’s Programs in the Alberta School of Business. He was instrumental in the development of the first graduate degree program in Alberta that is accredited by CPA Alberta leading towards the CPA designation and has taught extensively in masters programs designed for senior level executives.
Michael has published in leading accounting and economics journals along with articles in accounting practitioner publications. Current research focuses on technology, cryptocurrency, accounting, banking, and regulatory issues.
No Charge for Estate Planning Council of Canada Members
Get up to date Will, Inheritance and Tax Planning information for both UK and non-UK domiciled individuals. We will focus on cross-border estates and those which include business assets and real estate.
Do you have clients with relatives, property, inheritances or business in the UK? Learn about inheritance tax and planning strategies for residents and non-residents. 2.0 hours
Tim Cook, Tax Partner - Wilder Coe Ltd - London
Zahra Kanani - Partner Wills & Tax Planning - Thackray Williams - London
Are you working on a book, workshop, newsletter, blog, website, presentation or education project? Share ideas, get feedback and inspiration from this small group forum. We had a Summer Book Camp last year and several attendees are now published authors!
Estate Planning is a great topic - share your expertise and advice with others.
No charge for EPCC members.
Presented by Rick Gendemann, CPA CA
Manning Elliott LLP, Accountants and Business Advisors
Rick Gendemann is the firm’s lead partner, overseeing and advising on family business transition services and is on the Board of Directors for CAFA.
Rick works extensively with family-owned enterprises, providing them with business advisory and business transition planning services. Rick is a graduate of the Institute of Family Enterprise Advisors program, which provides a comprehensive education in knowledge and best practices in family enterprise advising.
He is a regular contributor and presenter of business transition strategies. Rick also works with business owners in helping them to grow and build business value.
Rick has an extensive background and experience in the areas of estate tax and wealth transfer planning. He is a regular contributor and presenter of estate planning options and related tax topics to various organizations. Rick is also a member of the Abbotsford Estate Planning Council. His tax and estate planning expertise allows him the opportunity to provide creative planning strategies in an ever-changing tax environment to our clients.
Portfolio manager Geoff Saab will address some of the personal challenges entrepreneurs face post-exit, as well as issues created by significant change in the nature of their wealth. The author of “Low Risk Rules: A Wealth Preservation Manifesto” will share stories and answer these questions:
What are common experiences shared by entrepreneurs after a liquidity event?
Is it worth setting up a Family office?
What is the difference between the mindset of entrepreneur and investor?
Geoff Saab is a wealth manager who has held various positions in tax, estate planning, and insurance, and now serves clients as a portfolio manager at Doherty & Associates Investment Counsel based in Ottawa. Geoff is a Chartered Financial Analyst, Chartered Accountant, Certified Financial Planner, and certified Trust & Estate Practitioner. He spent over a decade working in a single family office, advocating directly on behalf of his clients. With his unique experience of working as both a wealth management industry insider and outsider, he has gained a deep understanding of how the industry works (and doesn't work) for clients.
No charge for EPCC Members.
Kimberly A. Whaley, founding partner of the boutique, Whaley Estate Litigation Partners (WEL Partners). Practicing Dispute Resolution in Estate, Trust, Capacity/Incapacity, Powers of Attorney, Guardianship, Dependants' Support, Elder Law & related Wealth Succession challenges.
WEL PARTNERS -Top 5 Trusts & Estates Boutique Firm in Canada since 2014 as ranked by Canadian Lawyer.
Kimberly is designated as a Certified Specialist in Estates & Trusts Law by the Law Society of Ontario. She has been peer rated by The Best Lawyers in Ontario & Canada since 2009; Chosen by Lawday Leading Lawyers as one of the top 60 leading lawyers in Estates & Trusts; Lexpert and Chambers ranked.
Kimberly is Past-Chair of the OBA Trusts & Estates Executive, Elder Law Executive, and honorary member of the CBA Elder Law Executive. Kimberly is also a past member of the OBA Solo, Small Firm and General Practice Executive, the Institute Executive, the Awards Executive, and JUST MAGAZINE editorial Board Executive. She is a registered member of the Society of Trusts and Estates Practitioners (STEP) (worldwide) and is past chair of the STEP (Toronto) Executive. Kimberly is a designated TEP. Kimberly is an honorary member of The Professional Advisory Group of the Baycrest Foundation, and member of the Estate Planning Council of Toronto.
Kimberly is a co-contributor to the yearly Canada Law Book publication "Key Developments in Estate and Trust Law in Ontario" authoring or co-authoring various chapters since 2008.
Kimberly co-authored the Canada Law Book publication "Capacity to Marry and the Estate Plan" The Cartwright Group Ltd. 2010. Kimberly has many related publication and journal articles.
Kimberly was awarded the Hoffstein Book Prize Award in 2009, recognizing contributions and achievements by Members of the OBA in Wills, Trusts and Estates. Kimberly received a Special Lecture Award from Queens University Law School 2003.
Kimberly has taught at Queen's University, Western University, University of Toronto, as well as Osgoode, and contributes to Continuing Legal Education programs for lawyers, professionals, and the community.
We promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning through our members and their firms.
We link and support Estate Planners across Canada and represent a global community online.