Without tax planning, your clients may encounter a double—and sometimes triple—tax burden. If you have clients who own Canadian private company shares, make sure they pre-plan for post-mortem tax issues. Without a tax-efficient strategy, most of their hard-earned corporate dollars could be paid to the taxman instead of to intended estate beneficiaries.

At death, taxes can be triggered at three levels: personal or terminal, corporate and estate.

Michelle D. Coleman, CPA, CA, TEP, CEA, explains the tax consequences—and how to avoid them.

Michelle  is a Partner in MNP’s Domestic Specialty Tax group in the Edmonton Office. Her focus is Trust and Estate Planning.  She joined MNP in 2010 and assists clients with a variety of taxation services including corporate and individual tax planning and compliance, corporate reorganizations, retirement and estate planning and Canada Revenue Agency audits and appeals. 

She is an Associate Member of the Society of Trust and Estate Practitioners (STEP), member of the Executive of the Edmonton Branch of STEP,  member of the Estate Planning Council of Edmonton, and Edmonton Chapter of the Certified Executor Advisor Network (CEAN). 

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Registration $25

No Charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

or forward this event link to a colleague: https://www.epc-canada.org/event-5077713