Hello! Here is information on an upcoming seminar by Manning Elliot LLP:
It is our pleasure to invite you to attend our upcoming breakfast seminar to be held on: Wednesday, October 11th, from 7:30 am to 10:30 am (PST) at
The seminar is free and space will be limited to a maximum of 70 people, so register today.
WHAT WILL THIS SEMINIAR FOCUS ON
General thoughts on planning for your estate.
Consideration on what to include in your will and the potential tax effects of those decisions.
Business transition; shareholder agreements and tax implications
What to know if you own US property.
How to get organized so your heirs and executors are not left with a lot of unknowns.
Considerations for using trusts – what are the benefits and how they can be incorporated into your estate plan.
What to think about when choosing an executor and Information on what role the executor plays.
How life insurance in Canada can play an affordable, impactful role in your estate and legacy plans.
WHY YOU SHOULD ATTEND THIS SEMINAR
Everyone should be preparing their affairs so their heirs aren’t left with a mess - consider all aspects of the planning to avoid missteps and leave as much as possible in the hands of those you want to benefit.
MEET OUR SPEAKERS
Abbe provides accounting, tax, estate planning, and other business advisory services to a wide range of owner-managed businesses and their shareholders.
Her clients are varied and include businesses in the service sector, holding companies, and professionals. Abbe also has a significant number of tax clients for whom she prepares personal, trust, and estate returns.
A long-standing member of Manning Elliott's team, Abbe joined our organization over 35 years ago after working as a CPA for a major international accounting firm. Over the years Abbe has developed strong and enduring relationships with her clients, based on open communication and quality service. The exceptional service she provides often leads to her acting as a sounding board to assist clients in making strategic business decisions.
Andrea provides accounting, assurance, estate planning, business advisory and tax services to small and medium-sized owner-managed businesses in a wide range of industries and not- for-profit organizations (NPOs).
Clients appreciate Andrea's integrity, professionalism, humor, and easy-going personality.
Andrea is also a long-standing member of Manning Elliott with over seventeen years at the firm. She is very involved in the strategic oversight and direction of various Manning Elliott committees.
Sheryne is the Tax Service Line Leader, primarily focusing on advisory work including estate planning, corporate reorganizations and business succession planning for Canadian owner-managed business, high net worth clients and international clients in a wide range of industries. She has extensive experience working on engagements such as complex estate plans, cross border transactions, sales and succession of business along with complex Canadian corporate, trust and personal tax compliance.
Sheryne’s clients include local and international clients carrying on business in Canada. Her clients appreciate her honesty and practical solutions to complicated problems.
Sheryne has always had an interest in teaching new tax practitioners and students. She has been involved in the CPA In-Depth Tax Course as a tutor for a number of years and now as a lecturer. Sheryne also teaches various seminars for the CPABC in the professional development program.
Don guides families, business owners, and shareholders in meeting their wealth, legacy, and multi-generational ambitions. By leveraging the advantages offered through life insurance in Canada, related goals can be met affordably and effectively creating significant change and impact.
He works with high and ultra-high net worth clients, while often bringing their next generation into the picture, too. Each area of family protection, investments, tax minimization, disability preparedness, and legacy planning can be positively impacted, ultimately creating a smooth transition for the inevitable and the unexpected changes in life.
A co-founding member of the Legato team, Don helped form the company after 25 years of success in the technology industry both in Canada and Silicon Valley.
Katie Taylor practices in the areas of wills, estates and trusts law, with a particular emphasis on estate planning and administration, as well as corporate/commercial law, with a particular emphasis on advising charities and not-for-profit organizations.
Katie assists clients in a broad range of wills, estates and trusts matters, including drafting wills and administering estates. Katie also advises charities and not-for-profit organizations on a wide variety of corporate and commercial issues, including governance and charitable registration.
COST TO ATTEND
There is no charge to attend this webinar.