Conference · Toronto, Canada
Tax-Effective Planning for Insurance & Investment
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 the 2013 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.
Questions
When is Tax-Effective Planning for Insurance & Investment?
The next dates haven't been confirmed. The last edition we have on record was 28–29 May 2015.
Where is it held?
The 2013 edition was at Hotel Novotel Toronto Centre, Toronto, Canada. The organiser hasn't confirmed the venue for this edition yet.
How often does it take place?
Annual, judging by the 4 editions on record since 2012.