Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.
In this edition of Coffee Talks, Advocis welcomed Nick Fabiano, CPA, CA, TEP, Director, Tax and Estate Planning Group at Canada Life as he discussed simplifying the rules and tax implications for transferring an insurance policy from a corporation to a shareholder.
Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.
