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Sheryne Mecklai, CPA, CA, TEP
  • Presentations (3)
  • Papers (2)
Strategic Planning for Succession and Transition [55min] Ethics Time: 0min

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

The Executor [48min] Ethics Time: 10min

Date:

May 10, 2019

Course:

Tax Fundamentals for the Estate Practitioner 2019

Contributor(s):

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

Presentation Content:

Slides: The Executor: What You Need to Be Aware of —

Taxation of Estates [1h 7min]

Date:

April 15, 2016

Course:

Income Tax Fundamentals for the Estate Practitioner 2016

Contributor(s):

Sheryne Mecklai, CPA, CA

Dagmar Zanic, CPA, CA

Tax » Income tax, Wills, estates and trusts tax issues
Wills Estates and Trusts » Estate planning, Tax issues

Presentation Content:

Paper: Taxation of Estates

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