Tax Planning for the Wealthy Family 2013

Highlights:

• Hear from Canada’s foremost personal tax and estate planning experts as they discuss:

• Strategies for using trusts to protect accumulated wealth in a tax effi cient fashion

• The latest judicial decisions, CRA rulings and other pronouncements

• Most current developments in tax law pertaining to owner-managers and examine tax planning

strategies in light of these tax changes

• The interplay between family and estate law and how it impacts estate planning for couples

• The latest insight on the tax and fi nancial considerations of creative charitable techniques

Participants:

• Aird & Berlis LLP

• BMO Financial Group

• Conference for Advanced Life Underwriting (CALU)

• Chappell Partners LLP

• Empire Financial Group

• Goodmans LLP

• Gowling Lafleur Henderson LLP

• Miller Thomson LLP

• MNP LLP

• Nathan Wright Law Professional Corporation (an affiliated entity with Cadesky & Associates)

• University of Waterloo