Life after Death: Post Mortem Planning Webinar
This course will focus on various post mortem planning needed to eliminate the inherent double tax on private company shares. For more information, please click on the course shell.
15 Oct 2020, 1:30 PM
3.5 CPD hours
Topics to be discussed:
- Double tax trap
- Importance of a GRE
- 164(6) loss carryback
We look forward to seeing you at our upcoming events. Should you have any ideas for topics, speakers, sponsorship or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.
About the Instructor(s)
CPA CA, CGA, CPA (Texas)
Alex is a member of the Institute of Chartered Accountants of Ontario (CA), the Certified General Accountants of Ontario (CGA), and is a Certified Public Accountant (CPA), licensed to practice public accounting by the State of Texas. He has completed all three levels of the CICA In-Depth Tax Course.
He has over 17 years of experience working in the accounting departments of large companies and as a public practitioner. Over the years Alex helped many private clients with their tax structuring and estate planning needs.
Furthermore, Alex also assists in Canadian and US tax compliance and various other tax related matters.
Alex is heavily involved in the tax community and is a member of the Canadian Tax Foundation (CTF) where he has published articles for the CTF and presented at various events for the CTF.
In addition to this Alex has also presented at events for CPA Ontario and other industry specific events finally, he also facilitates for the CPA Canada In depth tax course.