An introductory review of some of the key topics and concepts in charitable giving and philanthropy for Canadians.
Unlock the power of giving with purpose. This course walks you step-by-step through the most important introductory concepts in philanthropy planning.
The goal is to help you and your clients maximize impact for the causes you care about while optimizing financial and tax benefits.
This introductory course will give you key insights whether you are a donor, business owner, or a trusted advisor helping clients build a legacy that lasts.
2 activities • 1 videos • duration: 1h 2m
Michael Naito, CPA, CA, TEP, CFP® spent over a decade in public accounting primarily focused on taxation of Canadian owner-manager clients with a focus on corporate reorganizations, succession planning, and estate planning. Michael now works in the wealth management industry assisting investment advisors with holistic wealth planning services for their clients. Michael is a continuous learner and has a passion for teaching and mentoring others which is reflected in his continued involvement in facilitating the CPA Canada In-Depth Tax Program.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
Excellent summary of charitable giving in Canada - thank-you.
