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Essentials of Income Splitting – Webinar Series

Speakers

Kevin Wark, LL.B, CLU, TEP, Managing Partner, Integrated Estate Solutions & Tax Advisor, CALU
Glenn Stephens, LLB, TEP, FEA, Tax Consultant

Program

In this two-part webinar series open to both CALU members and guests, Kevin Wark and Glenn Stephens will preview the contents of the newly updated “The Essential Canadian Guide to Income Splitting (2^nd Ed)” (to be released in March) which covers the tax rules designed to prevent income splitting and describes the planning opportunities that continue to be available to assist your family and business clients reduce their overall tax bill.

Part 1 of this series takes place on Tuesday, March 12, 2024 from 1:00 pm to 3:00 pm ET and will review the various income attribution rules applicable to families, discuss recent tax changes relating to trust reporting and Alternative Minimum Tax that can also impact income splitting, and through case studies review the “Top 10” income splitting opportunities including the use of life insurance. Subject to approval by the governing bodies, you may receive up to 2.0 CE credits for Part 1 for live participation only. Advocis will be issuing the CE certificates for all governing bodies except those from the Chambre de la sécurité financière (CSF) which CALU will issue.

Part 2 of this series takes place on Thursday March 21, 2024 from 1:00 pm to 3:00 pm ET and will review the corporate attribution and TOSI rules and discuss their impact on common business planning arrangements including dividend strategies, estate freezes, intergenerational share transfers, buy-sell agreements and estate planning, as well as highlight other key planning considerations to maximize income splitting in a family business context. Subject to approval by the governing bodies, you may receive up to 2.0 CE credits for Part 2 for live participation only. Advocis will be issuing the CE certificates for all governing bodies except those from the Chambre de la sécurité financière (CSF) which CALU will issue.

Registration Information

The webinars are available to CALU members and guests and must be purchased together with pricing as follows:

Tuesday March 12, 2024 from 1:00 pm to 3:00 pm ET

Thursday March 21, 2024 from 1:00 pm to 3:00 pm ET

CALU members $130 plus tax
Guests $220 plus tax

All registrants for the webinars will be able to purchase “The Essential Canadian Guide to Income Splitting (2^nd Ed)” (paperbook and ebook) at a 30% discount from retail on Amazon.ca from March 12 to April 30, 2024.

The recording of both webinars will be available to registrants at no charge following the event until the end of 2024.

Those who cannot attend the webinar series can register for the recordings (without CE credits).

View CALU’s virtual event registration policy to see applicable terms and conditions. If you have any questions, please contact us at calu@calu.com or 613 505-9632 Ext. 0.

Registration is open until Friday March 8.

Essentials of Income Splitting - Webinar Series

Tuesday Mar 12 2024, 1:00 PM - 3:00 PM
Thursday Mar 21 2024, 1:00 PM - 3:00 PM
Zoom/On-demand

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