COURSECA$125
Estate Planning & Tax - Key CPA Strategies
Secure your legacy and protect your loved ones with strategies to minimize taxes and avoid unnecessary probate costs.
1 hour 5(11 ratings)
-40%
CA$75
About this course
Welcome to "Estate Planning & Tax- Key CPA Strategies" your complete guide to safeguarding your future and your loved ones. This course equips you with the knowledge and tools to create a solid estate plan, minimizing taxes and ensuring your wishes are honored. We'll cover essential aspects, including:
- Understanding Estate Planning: Explore the importance of estate planning, its key components, and the potential consequences of neglecting it.
- Getting Started: Learn practical steps to begin your estate planning journey, including creating a will, choosing a Power of Attorney, and understanding your assets.
- Tax Implications: Discover the intricacies of Canadian estate tax laws, including capital gains tax, probate fees, and RRSP/RRIF taxation.
- Tax Minimization Strategies: Explore strategies to reduce your tax burden, such as gifting, utilizing the principal residence exemption, and the power of trusts.
- Power of Attorney: Dive into the crucial role of a Power of Attorney, covering different types, key considerations when selecting one, and best practices for navigating this important decision.
- Trusts: Uncover the benefits and intricacies of trusts in estate planning, exploring how they can reduce taxes, avoid probate, and protect assets.
By the end of this course, you'll have a firm grasp of estate planning fundamentals, empowering you to make informed decisions about your financial legacy and secure the future of your loved ones.
This course includes:
1 hours on-demand video
Intermediate level
No preparation required
Published At Mar 25, 2025
Certificate of completion
No prerequisites
1 year access