Date:
May 6, 2021
Course:
Wealth Preservation and Succession for the Family Enterprise 2021
Contributor(s):
Silvana M. Facchin
David W. Harvey
Sheryne Mecklai, CPA, CA, TEP
Wills Estates and Trusts » Devolution of assets, Estate planning, Tax issues
Presentation Content:
Slides: Strategic Planning for Succession and Transition Paper: Strategic Planning for Succession and Transition
May 10, 2019
Tax Fundamentals for the Estate Practitioner 2019
Sheryne Mecklai, CPA, CA
Dagmar Zanic, CPA, CA
Tax » Wills, estates and trusts tax issues Wills Estates and Trusts » Executors and trustees, Tax issues, Trust planning
Slides: The Executor: What You Need to Be Aware of —
April 15, 2016
Income Tax Fundamentals for the Estate Practitioner 2016
Tax » Income tax, Wills, estates and trusts tax issues Wills Estates and Trusts » Estate planning, Tax issues
Paper: Taxation of Estates
Slides: Strategic Planning for Succession and Transition
Paper: Strategic Planning for Succession and Transition