ZLC Financial Breakfast Seminar
2024 Federal Budget Changes: Implications on Estate Planning
Thursday, November 21st,
7:30 AM – 9:30 AM
Please join us for ZLC’s professional development breakfast seminar. This year our topic is 2024 Federal Budget Changes and Implications on Estate Planning.
Hemal Balsara, the Assistant Vice-President of Tax & Estate Planning from Manulife will take us through:
- Maximizing cash & minimizing personal taxes: Learn how tax deferral through a corporation can benefit entrepreneurs.
- Understanding double/triple taxation: How these tax issues will arise post-mortem and how to address them.
- Post-mortem planning & life insurance: Strategies to manage terminal tax obligations on private company shares.
- Impact of capital gains inclusion rates: How changes in capital gains inclusion rates affect post-mortem planning.
- Recent rule changes: Details on recent changes to key tax rules, including section 164(6).
Following Hemal’s keynote, we will conduct a Q&A session with senior advisor Farzin Remtulla, one of ZLC Financial’s experts on tax and post-mortem planning.
SPEAKERS
EVENT LOCATION
The event will be held at Terminal City Club in the,
Metropolitan and Ferguson reception rooms. Terminal City Club is located on 837 West Hastings Street.
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