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Centennial 2010
  • Location:


Level: Intermediate
Competency: Taxation
Seminar Code: 00404
Format: Full Day
CPD Hours: 7
Availability: This seminar occurs in the past. To view other offerings of this seminar, go to "Additional Offerings"

Register before Jan 04, 2018 and pay the early fee!
Date: Thursday, Jan 18, 2018
Time: 8:30 AM-4:00 PM
Location: Radisson Hotel & Conference Centre Calgary Airport
6620 36 Street NE
Calgary, Alberta
Meeting Room: Duchess B
Fee Options: Tickets Required: N/A
(Passport Tickets can only by used 14 days prior to seminar start date)
Fee Required: $550.00 - Early Member
$550.00 - Early Non-Member
$630.00 - Regular Member
$630.00 - Regular Non-Member
Seminar Description: This full-day seminar will provide a detailed technical review of the numerous issues faced when preparing terminal (year-of-death) filings. The focus is return preparation and general estate planning, including: review of relevant tax issues, engagement management, up-to-date source of relevant tax research, review and understand CRA assessing practices, and strengthening estate planning skills.

This seminar will greatly enhance participant’s knowledge in the area of preparing and planning for terminal filings as well as technical skills for general estate planning.

Basic tax knowledge is recommended
Seminar Outline:
  • Engagement management
  • Tax filings on death
  • Detailed compliance issues
  • RRSP and deferred income plan rules
  • General compliance areas
  • Testamentary trust review
  • Estate accounting
  • GST matters
  • Case study
Pre-requisite: There are no prerequisites for this course.
Who Will Benefit: Those who complete individual terminal filings and who are interested in understanding basic estate planning strategies.
Seminar Leader(s): BIASINI, Gary
Special Notes:
Additional Offerings:
CityDateTimeSeminar Leader 
Edmonton Feb 26, 2018 08:30 am-04:00 pm BIASINI, Gary
View Details
Mar 31, 2018 08:30 am-04:30 pm
View Details
Can't make it to this session? See the other offerings of this seminar.

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