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CPD: Estates & Wills: Financial Strategies and Tax Considersations

September 17, 2015 @ 7:30 am - 10:00 am


An image of an estate planning chart.
This presentation is designed for business owners, individual taxpayers, and accounting professionals. Join Bill Cooper, Associate Counsel from Boughton Law, to gain knowledge about the latest tax and legal updates in relation to wills, estates and succession planning through case study examples developed to explain complex tax issues.


1.  New Rules for Estates under the Wills and Estates Act
2. The new regime for Inter-corporate dividends (s.55) and their impact on Succession Planning
3. The new rules for Charitable donations from an Estate
4. The new GRE Trust rules
5. Multiple Wills
6. The big advantages of Alter Ego and Joint Partner Trusts
7. Fixing up Tax Planning Mistakes – Rectification and Rescission
8. TFSAs under attack
9. Inter Vivos Trusts – The 21 year rule and other maintenance issues
10. The new Family Law Act and interests in Inter Vivos Trusts

Chapter PD
Date:Thursday, September 17, 2015
Where:The Vancouver Club, 915 West Hastings, Vancouver BC
Time:Registration & Networking Breakfast: 7:30 am – 8:00 am/ Presentation: 8:00 am – 10:00 am
Cost:$55.00 + GST
CPD:2 Hours
To Register:Click here

About the Speaker:

William (Bill) H. Cooper has a broad range of experience in tax and related corporate restructuring and finance matters. Bill’s tax experience includes a position with the Rulings Directorate of the Canada Revenue Agency (CRA) and the Senior Technical and Policy Branch of the CRA in Ottawa. In this role, he reviewed transactions of national importance and worked with senior officials of the Department of Finance and the Department of National Revenue developing tax policy and federal income tax legislation.

Bill is the co-editor and founder of Executive TaxBriefs, a monthly tax update publication for owner/managers and their financial advisors, and the co-founder of Tax and Financial Strategies, a case study program for controllers and public practitioners.

Today, Bill advises clients on estate planning matters and represents clients in tax disputes with the CRA and other taxation authorities.


September 17, 2015
7:30 am - 10:00 am
Event Category:


Vancouver Club
915 West Hastings Street
Vancouver, BC V6C 1C6 Canada
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