Tax-Effective Planning for Insurance & Investment 2012
February 28 - 29, 2012
Toronto , Canada
Highlights:
*Use of tax shelters involving insurance products
*How funding with life insurance works
*CRA risks and flexibility 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
Participating Organizations:
*Altus Group
*Blake, Cassels & Graydon LLP
*Blumberg Segal LLP
*CALU
*Goodmans LLP
*Gowling Lafl eur Henderson LLP
*McCarthy Tétrault LLP
*Miller Thomson LLP
*Osler, Hoskin & Harcourt LLP
*RBC Wealth Management Financial Services Inc. *WeirFoulds LLP
*Use of tax shelters involving insurance products
*How funding with life insurance works
*CRA risks and flexibility 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
Participating Organizations:
*Altus Group
*Blake, Cassels & Graydon LLP
*Blumberg Segal LLP
*CALU
*Goodmans LLP
*Gowling Lafl eur Henderson LLP
*McCarthy Tétrault LLP
*Miller Thomson LLP
*Osler, Hoskin & Harcourt LLP
*RBC Wealth Management Financial Services Inc. *WeirFoulds LLP
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