UPDATE 2016

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PROTECT YOURSELF, PROTECT YOUR CLIENTS.

INSURANCE & TRUSTS:
New Tax Rules. New Opportunities.

Insurance and Trusts: New Tax Rules. New Opportunities.

The new tax rules for life insurance and annuities (the most significant legislative change in over 30 years) and for trusts (with important implications for estate planning and the use of donations) are critical areas for advisors to understand and prepare for within the new tax regime.

Are You Prepared For The New Tax Changes to Life Insurance?

With the new tax rules taking place on January 1st, 2017, time is of the essence for advisors to understand the opportunities for pre and post 2017 planning.  Before the clock runs down, advisors will want to consider:

  • Impact of the new taxation rules on annuities and life products
  • Opportunities for grandfathering
  • Implications for advice giving and planning practices

Is It Time To Revisit Your Client’s Estate Planning?

Whether reviewing existing client estate plans or creating new client estate plans, it is critical for advisors to consider the key tax changes starting in 2016 that affect trusts and charitable initiatives:

  • The value in testamentary trusts in estate plans
  • The opportunity for graduated rate estate trusts
  • Strategies to maximize tax efficiency for charitable giving initiatives
  • Preservation and transfer of intergenerational wealth

Attendees of the 2016 edition of Advocis’ flagship learning event will hear rich and engaging panel discussions focused on life insurance tax legislation and taxation of trusts and charitable donations.

Seminar Schedule

Click on the button below to view upcoming seminars currently being offered at Advocis chapters across Canada.

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Your host for the Update 2016 video interviews is Susan St. Amand, CLU, CH.F.C., CFP®, TEP, FEA, ICD.D.
Hear from our five experts, who discuss these key issues in a series of panel presentations.

ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS™, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).