8th Tax Planning for the Wealthy Family

Venue: Metropolitan Hotel

Location: Toronto, Ontario, Canada

Event Date/Time: Sep 20, 2010 End Date/Time: Sep 21, 2010
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Description

• Hear the latest tax-savings techniques from leading estate planning and personal tax planning experts
• Explore strategies for using trusts to protect accumulated wealth in a tax efficient basis,
looking at the latest judicial decisions, CRA rulings and other pronouncements
• Review the latest developments in tax law pertaining to owner-managers and
examine tax planning strategies in light of these tax changes
• Hear how the interplay between family and estate law impacts estate planning for couples
• Get the latest insight on the tax and financial considerations of creative charitable techniques
• Hear a review of issues involved in cross-border estate, wealth and tax planning
• Examine efficient financial, legal and taxation issues regarding wills and how to
make sure you cover all your bases and avoid excess taxation
• Look at the tax treatment of the various forms of investment income, including interest,
dividends, capital gains and foreign-source income

Venue

108 Chestnut Street
Toronto
Ontario
Canada
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