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EVENT DATES
May 2013
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Venue

Novotel Toronto Centre Hotel 45 The Esplanade Toronto , ON M5E1W2
Tel: (800) 363-0722
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2nd Tax-Effective Planning For Insurance & Investments

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Overview

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

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