LEARNING PATH \

Estate Planning

Designed for CPAs and tax practitioners who advise individuals and private clients, offering both technical guidance and practical insights.

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Family Business Succession

Navigate the complexities of transferring family business ownership including estate freezes, capital gains exemptions, intergenerational transfers, and succession planning strategies.

2.0 CPD Hours
$150
Estate Planning
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Trusts, Common Problems and How to Fix Them

Identify and resolve common trust administration issues including beneficiary designations, attribution rules, trust documentation errors, and compliance challenges with practical solutions.

2.0 CPD Hours
$150
Estate Planning
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Estate Freeze

Master estate freeze techniques including share reorganizations, holding company structures, valuation considerations, and strategies to minimize tax on wealth transfer to the next generation.

2.0 CPD Hours
$150
Estate Planning
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Taxation at Death

Understand the deemed disposition rules, final tax return preparation, capital gains on death, registered plan taxation, and strategies to minimize tax liability at death.

2.0 CPD Hours
$150
Estate Planning
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Post-Mortem Tax Planning

Explore tax planning opportunities after death including spousal rollover elections, pipeline planning, loss carrybacks, rights or things returns, and estate distribution strategies.

2.0 CPD Hours
$150
Estate Planning
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Taxation of Trusts and Estates

Learn the tax rules governing trusts and estates including income attribution, 21-year deemed disposition rules, trust tax rates, distributions to beneficiaries, and filing requirements.

2.0 CPD Hours
$150
Estate Planning