Probate Planning Techniques and ITA Changes 1 Credit
Learning mode
Estate Administration Tax, commonly known as probate tax, is levied on the value of assets that pass through probate upon an individual's death.Â
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.Â
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.Â
Key topics covered:
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.
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1 CPD | Eligible |
| Estate Planning for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Advanced estate planning for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16177) | 1 CE | Approved |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16177) | 1 CE | Approved |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
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After successfully completing a self-study course and passing the assessments, you can access and download your course 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.
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DV
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