Tax-Effective Planning for Insurance & Investment 2013
May 28 - 29, 2013
多伦多 , 加拿大
Highlights:
• Use of tax shelters involving insurance products
• How funding with life insurance works
• CRA risks and fl exibility leveraged insurance structures
• Challenges to effective shared ownership arrangements
• Charitable tax shelters and anti-avoidance issues
• Qualified and prohibited investments
• Tax planning techniques to minimize the after tax acquisition and financing cost
• Extracting funds out of the corporation tax free
Participants:
• Blumberg Segal LLP
• Conference for Advanced Life Underwriting (CALU)
• Davis LLP
• Fogler, Rubinoff LLP
• Gowling Lafleur Henderson LLP
• KPMG LLP
• Manulife Financial
• McCarthy Tétrault LLP
• Miller Thomson LLP
• The Empire Life Insurance Company
• Use of tax shelters involving insurance products
• How funding with life insurance works
• CRA risks and fl exibility leveraged insurance structures
• Challenges to effective shared ownership arrangements
• Charitable tax shelters and anti-avoidance issues
• Qualified and prohibited investments
• Tax planning techniques to minimize the after tax acquisition and financing cost
• Extracting funds out of the corporation tax free
Participants:
• Blumberg Segal LLP
• Conference for Advanced Life Underwriting (CALU)
• Davis LLP
• Fogler, Rubinoff LLP
• Gowling Lafleur Henderson LLP
• KPMG LLP
• Manulife Financial
• McCarthy Tétrault LLP
• Miller Thomson LLP
• The Empire Life Insurance Company
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Location: Hotel Novotel Toronto Centre
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