Estate planning is an ongoing process and you should review your planning options on a regular basis to maximize your future wealth transition. The presentation will address several key estate planning considerations for pre and post mortem tax strategies to reduce overall estate income tax and probate related costs.
We will also review planning steps to be considered where individuals own shares in private companies to reduce potential multiple layers of tax arising. Please join us to see what you may wish to bring forward to your clients as their trusted estate planning advisor.
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.
No Charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for professional Advisors only.
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.