Post-Mortem Planning & Life Insurance

10 March 2022, 11:00 AM

The presentation will focus on using permanent life insurance for post-mortem planning purposes in the context of a deceased private company shareholder. Use of insurance for loss carryback & pipeline planning will be demonstrated.

(1)
1h
Lecturer
Multiple Lecturers
$39

Death, Taxes and Insurance - Webinar

19 February 2020, 7:00 PM

This course will cover the basics of how life insurance works and more importantly why it is one part of a comprehensive estate plan. We will cover why business owners use life insurance in estate planning and review the tax efficiencies available within the corporation. How do business ...

2h
Picture of Tony Salgado
Lecturer
Tony Salgado
$59

Professional Liability Update & Update from the Liability Insurer's Perspective

8 February 2018, 7:00 PM

Most professionals will need to deal with liability issues at some point in their career, whether on behalf of themselves or others.  Michael and Malcolm will provide an update on such issues from a legal and insurance perspective, as well as useful tips to protect yourself, your practice and ...

(2)
2h
Lecturer
Multiple Lecturers
$59

Insurance Strategies to Counter-balance the Recent Finance Announcements, and the ABC’s and Related Tax Issues of Cyber-Currency

21 November 2017, 7:00 PM

There will be two topics covered during this webinar:

1. How Business Owners Can Neutralize the Proposed Private Company Tax Hikes Using Personal Pension Plans and Universal Life Policies

   Speaker: Jean-Pierre A. Laporte, M.A., J.D. (of the Bar of Ontario) of INTEGRIS Pension Management Corp.

2....

2h
Lecturer
Multiple Lecturers
$59

Working with Clients to Develop Cyber Security, Risk Management & Insurance Strategies

18 September 2017, 7:00 PM

There will be two topics covered during this webinar:

1. How accounting firms can stay engaged with 3rd party subject experts, helping their clients throughout the process

    Speakers: Shawn Heulin of Discovernet & Rowan Scholtz of ABP LLP (Abrahamse Berkis Pinto) 

2. Introduction and update on ...

(5)
2h
Lecturer
Multiple Lecturers
$59