The approach to Estate planning varies based on the professional involved. Kathy Logan, CPA, CGA, CFP, TEP will discuss the approach she takes with her clients when starting an estate plan or reviewing an existing plan.
The other part of the presentation will include an overview of the T3 Trust Income Tax and Information Return for Estates highlighting some of the common issues that arise, the various income and expenses reported and other information that is required to be reported on the return.
Kathy Logan, CPA, CGA, CFP, TEP
Logan Accounting, Victoria, BC
Kathy is a Chartered Professional Accountant providing a full range of tax, accounting and estate planning services on Vancouver Island. She founded Logan Accounting to help individuals and small businesses with their tax and estate planning needs.
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.