Essential Strategies for Tax Savings, Estate Freezes, and Trust Management.
This webinar provides a comprehensive discussion on estate planning, which focuses on planning for death. While no one likes to think about it, effective estate planning is crucial to reduce burdens on grieving family members and ensure they are left with fewer complications and more financial security. Key topics such as tax savings, estate freezes, and trusts are thoroughly explored, with numerous examples provided to clarify these important concepts.
This webinar covers key aspects of estate planning, including:
CPA, CA, M.Acc
Jason Fleming is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) with a master’s degree in accounting. Jason is an associate professor, teaching stream, at York University, previously he was a tax manager at a Big-4 accounting firm in Toronto. Jason completed the CICA’s In-Depth tax course, ranked 8th in Ontario on the UFE (the CA professional exam) and taught tax week at the ICAO's Summer School. Jason is the author of CFE Tax, 9th edition, CFE Case Writing, 3rd edition and various tax articles.
