Conference · Toronto, Canada
Tax-Effective Planning for Insurance & Investment 2013
Investment · Insurance · Business consulting
Key numbers
- Editions on record
- 4first in 2012
About Tax-Effective Planning for Insurance & Investment
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
From our listing of this edition. Details may have changed since.
Editions
| Year | Dates | Where | Exhibitors | Visitors |
|---|---|---|---|---|
| 2015 | 28–29 May 2015 | Hotel Novotel Toronto Centre Toronto, Canada | — | — |
| 2014 | 28–29 May 2014 | Hotel Novotel Toronto Centre Toronto, Canada | — | — |
| 2013 | 28–29 May 2013 | Hotel Novotel Toronto Centre Toronto, Canada | — | — |
| 2012 | 28–29 Feb 2012 | Hotel Novotel Toronto Centre Toronto, Canada | — | — |
Past editions from the bvents archive (2008–2019) and organiser figures where they were published.