Probate Planning Techniques and ITA Changes 1 Credit
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Estate Administration Tax, commonly known as probate tax, is levied on the value of assets that pass through probate upon an individual's death.
Probate can be complex and costly, involving estate administration tax (EAT) and various legal requirements. Understanding these intricacies is crucial for individuals and families aiming to protect their assets and streamline the transfer of wealth. This CPD Course will explore key concepts such as when probate is necessary, strategies to minimize estate administration tax, and the role of trusts and joint ownership in effective probate planning.
Strategies to minimize EAT include leveraging direct designations for assets like RRSPs and life insurance policies, which can bypass probate altogether. This course will explore these strategies and their implications, equipping you with actionable steps to optimize your estate planning.
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Join this CPD Course; you will gain a comprehensive understanding of effective probate planning strategies and the latest regulatory landscape, empowering you to make informed decisions for yourself or your clients.
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AJAG offers a comprehensive selection of professional development courses in Tax, Accounting, Assurance, Ethics and more - all designed to keep CPAs informed and up to date. We strive to deliver the highest quality, most relevant and accessible continuing education content for CPAs in Canada. Our instructors are some of the most well-respected presenters in their field and present their own course material - covering a wide range of relevant, timely topics.
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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.
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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.
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
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 - fastest in the industry.
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