PROTECT YOURSELF, PROTECT YOUR CLIENTS.
INSURANCE & 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.
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:
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:
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.
Click on the button below to view upcoming seminars currently being offered at Advocis chapters across Canada.