Next-Gen Wealth Moves: Latest Rules on Intergenerational Transfers 3 Credits
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Navigating the complexities of intergenerational wealth transfers has become increasingly important as families seek to preserve and grow their assets across generations. Recent updates to regulations governing these transfers provide new opportunities and challenges for individuals and advisors managing family wealth.
This CPD Course explores how these changes influence intergenerational wealth transfers. Participants will gain a comprehensive understanding of the new rules for immediate and gradual transfers, including the capital gains reserve provisions. The course covers the conditions required for immediate and gradual transfers, emphasizing practical implications and compliance strategies. Attendees will also learn about the restrictions on share dispositions and the impact of these rules on tax planning.
We will discuss the compliance requirements and strategic considerations for effectively leveraging these provisions. Additionally, the webinar will address the restrictions on share dispositions, clarifying the implications for purchasers and vendors in family business transactions. Explore the transformative changes introduced by Bill C-208, which impacts intergenerational transfers of wealth and business ownership.
Key topics covered:
Join this CPD Course, it focuses on practical applications and real-world scenarios. It is essential for tax professionals, estate planners, financial advisors, and business owners seeking to navigate these new regulations successfully.
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 3 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 3 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 3 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 3 CE | Eligible |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16102) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16102) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 3 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 3 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 3 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 3 CE | Eligible |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16102) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16102) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 3 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 3 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 3 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 3 CE | Eligible |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16102) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16102) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 3.5 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 3.5 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 3.5 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 3.5 CE | Eligible |
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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.
SB
Very informative and easy to use. Great learning tool.
CK
Very informative course!
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