Many Canadians are victims of financial fraud, with almost half (46 per cent) of respondents reporting they have fallen victim at some point in their lives, according to the latest survey conducted by CPA Canada. Seniors are particularly targeted and very vulnerable.
Learn about new scams to look for and where to report if you’ve experienced a fraudulent incident. What to do and where to go – we have the tools and education for you and your clients - to help prevent fraud.
D/Sgt. Lynn Danis
Canadian Anti-Fraud Centre (CAFC)
Anti-Rackets Branch, Ontario Provincial Police
Lynn Danis has a Degree in Criminal Justice with a minor in Native Studies and has been with the OPP for 15 years. Lynn has worked in general duties, traffic services, major crimes, was a liaison for hate crimes and victims’ services and was a regional intelligence coordinator. She has been working with the Canadian Anti-Fraud Centre’s operational support unit under the OPP’s anti-rackets branch since 2015. Lynn is currently a detective Sergeant, team lead with the OPP and police liaison for the CAFC.
Canadian Anti-Fraud Centre (CAFC)---
No Charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for Professional Advisors only.
Do you have clients with relatives, property, inheritances or business in Germany? Learn about inheritance tax and planning strategies for residents and non residents.
Part 1: German Inheritance Law
Part 2: German Inheritance Tax
Dr. Marcus Niermann, Attorney-at-Law, Tax Advisor, Senior Associate / Berlin
Erik Muscheites, Tax Advisor, Senior Associate / Frankfurt
POELLATH - P+P Pöllath + Partners - www.pplaw.com
Registration $35 - 1.5 hours
This is a joint event with the International Estate Planning Council
Guests are welcome - this event is for professional Advisors only.
Without tax planning, your clients may encounter a double—and sometimes triple—tax burden. If you have clients who own Canadian private company shares, make sure they pre-plan for post-mortem tax issues. Without a tax-efficient strategy, most of their hard-earned corporate dollars could be paid to the taxman instead of to intended estate beneficiaries.
At death, taxes can be triggered at three levels: personal or terminal, corporate and estate.
Michelle D. Coleman, CPA, CA, TEP, CEA, explains the tax consequences—and how to avoid them.
Michelle is a Partner in MNP’s Domestic Specialty Tax group in the Edmonton Office. Her focus is Trust and Estate Planning. She joined MNP in 2010 and assists clients with a variety of taxation services including corporate and individual tax planning and compliance, corporate reorganizations, retirement and estate planning and Canada Revenue Agency audits and appeals.
She is an Associate Member of the Society of Trust and Estate Practitioners (STEP), member of the Executive of the Edmonton Branch of STEP, member of the Estate Planning Council of Edmonton, and Edmonton Chapter of the Certified Executor Advisor Network (CEAN).
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.
Stephanie Dean, BA, CFP, FCSI, CIWM
Manager, Financial Literacy
RBC Wealth Management | Family Office Services
Vice President, Philanthropic Advisory Specialist, RBC Wealth Management Services
We promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning and share Estate Administration best practices.
We link and support Estate Planners across Canada and represent a global community online.