Workshop · Toronto, Canada

Tax Planning for the Wealthy Family

Banking, Finance · Management · Accounting

Official website
Next editionNot confirmedLast edition we have: 17–18 Sep 2015
Last venueCourtyard Toronto DowntownToronto, Canada
RunningSince 2012Several a year · 8 editions on record
Last checked12 Nov 2026Organiser website checked
We haven't confirmed the next dates yet. The last edition in our records was 17–18 Sep 2015 at Courtyard Toronto Downtown. Check the organiser's site: federatedpress.com. Are you the organiser? Correct this listing.

Key numbers

Floor space
NULLin 2014, organiser's figure
Editions on record
8first in 2012

About Tax Planning for the Wealthy Family

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 efficient 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 financial considerations of creative charitable techniques

From our listing of this edition. Details may have changed since.

Editions

YearDatesWhereExhibitorsVisitors
201517–18 Sep 2015Courtyard Toronto Downtown
Toronto, Canada
——
201527–28 Jan 2015Calgary Marriott Hotel
Calgary, Canada
——
201411–12 Sep 2014Courtyard Toronto Downtown
Toronto, Canada
——
20147–8 Mar 2014Hotel Novotel Toronto Centre
Toronto, Canada
——
201311–12 Sep 2013Hotel Novotel Toronto Centre
Toronto, Canada
——
20137–8 Mar 2013Metropolitan Hotel Vancouver
Vancouver, Canada
——
201210–11 Sep 2012Hotel Novotel Toronto Centre
Toronto, Canada
——
201214–15 Mar 2012Calgary Marriott Hotel
Calgary, Canada
——

Past editions from the bvents archive (2008–2019) and organiser figures where they were published.

Questions

When is Tax Planning for the Wealthy Family?

The next dates haven't been confirmed. The last edition we have on record was 17–18 Sep 2015.

Where is it held?

The last edition we have was at Courtyard Toronto Downtown, Toronto, Canada.

How often does it take place?

Several a year, judging by the 8 editions on record since 2012.

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