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Tax-Effective Planning for Insurance & Investment

Tax-Effective Planning for Insurance & Investment

Views: 325

02/28/2012 - 02/29/2012

Novotel Toronto Centre Hotel
45 The Esplanade
Toronto, ON M5E 1W2

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More information about the Tax-Effective Planning for Insurance & Investment is listed in the event details below. Log in now or scroll down to get extensive content about the Tax-Effective Planning for Insurance & Investment, including audience size, exhibitors, contact names, booth sizes, pricing information and more. And search Events In America for details on other tradeshows, conferences, meetings, seminars, conventions, fairs, festivals, and events.

Highlights:

  • Use of tax shelters involving insurance products
  • How funding with life insurance works
  • CRA risks and flexibility 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

 

Participating Organizations:

  • Altus Group
  • Blake, Cassels & Graydon LLP
  • Blumberg Segal LLP
  • CALU
  • Goodmans LLP
  • Gowling Lafl eur Henderson LLP
  • McCarthy Tétrault LLP
  • Miller Thomson LLP
  • Osler, Hoskin & Harcourt LLP
  • RBC Wealth Management Financial Services Inc.
  • WeirFoulds LLP

 

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Tax-Effective Planning for Insurance & Investment