Fundamentals of Freeze Transactions and Corporate Reorganizations 1 Credit
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Estate freezes are central to most estate planning efforts in families, particularly when they assess their current asset value as adequate for lifelong needs. Understanding the fundamentals of an estate freeze is crucial, and effectively communicating these basics to our clients is essential for successful planning. This course will not just review, but thoroughly cover the key attributes of a typical estate freeze strategy, leaving you confident in your understanding and application of these strategies.
Join us for an insightful webinar on mastering basic freeze transactions and reorganizations in the realm of tax planning. This CPD Course delves into essential strategies for effectively transferring the future growth of your business while deferring taxes on unrealized gains. We'll cover foundational concepts such as freeze share attributes, Part VI.1 Tax implications, and the strategic use of structures like family trusts and holding companies. Whether you're navigating partnership freezes or optimizing the Lifetime Capital Gains Exemption (LCGE), this webinar equips you with actionable insights to enhance your tax planning toolkit.
Key topics covered:
Join us, and don't miss this opportunity to gain clarity on complex tax strategies and confidently prepare for your financial future.
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
| Estate Planning (including Legal Aspects) for Qualified Associate Financial Planner (QAFP) (Approval No. 16098) (Valid upto : Aug 25, 2026) | 1 CE | Approved |
| Estate Planning (including Legal Aspects) for Certified Financial Planner - Canada (Approval No. 16098) (Valid upto : Aug 25, 2026) | 1 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
| Estate Planning (including Legal Aspects) for Qualified Associate Financial Planner (QAFP) (Approval No. 16098) (Valid upto : Aug 25, 2026) | 1 CE | Approved |
| Estate Planning (including Legal Aspects) for Certified Financial Planner - Canada (Approval No. 16098) (Valid upto : Aug 25, 2026) | 1 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
| Estate Planning (including Legal Aspects) for Qualified Associate Financial Planner (QAFP) (Approval No. 16098) (Valid upto : Aug 25, 2026) | 1 CE | Approved |
| Estate Planning (including Legal Aspects) for Certified Financial Planner - Canada (Approval No. 16098) (Valid upto : Aug 25, 2026) | 1 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Taxes for CPA in Canada | 1.5 CPD | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1.5 CE | Eligible |
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At MY-CPE, we provide top-tier CPA CPD courses tailored for CPA Canada professionals. Earn your CPD credits in Canada with our flexible and convenient online courses. Our expert-led CPA Canada CPD courses ensure you stay compliant and enhance your professional skills. Whether you need specific CPA CPD credits or comprehensive professional development, MY-CPE has you covered. Join us today to access high-quality education designed to meet your CPD requirements efficiently.
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A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
DT
Very good and informative presentation. Thank you.
NB
good content
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