English
45 minutes
Pre-recorded
Minimizing Upon the Death of a Taxpayer
Filing a tax return is the most important financial event of the year for millions of Canadian families. However, executors have the added responsibility of filing the final returns and distributing what’s left to beneficiaries after the final taxes are paid. Participants will learn sound investment and estate planning strategies that help to minimize the taxes paid after death in order to keep an individual’s wealth legacy intact.
Audience
- Business owner
- Leader
Themes
- Financial health
- Personal well-being
- Succession planning
Note
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