Section 85 Hacks: Effortless Family Business Transfers 3 Credits
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Are you navigating the complexities of family business transfers and estate planning? Our comprehensive course simplifies these intricate processes. You will gain insights into the nuances of estate freeze preferred shares, learn to manage voting rights and dividend distributions effectively and understand the crucial tax implications involved in these transactions.
This webinar delves deep into Section 85, Rollover Forms, providing practical examples and solutions for everyday challenges. Our expert instructor guides you through real-world scenarios, from dealing with excess FMV considerations to triggering gains and addressing losses. You'll also explore the interaction between Sections 85 and 84.1, focusing on the Quebec carve-out under Section 517.1, ensuring you are well-prepared to handle any situation.
Key topics covered:
Join us to enhance your family business succession planning and tax strategy skills. This course is ideal for CPAs, tax professionals, and financial advisors seeking to expand their knowledge and provide exceptional value to their clients. Don't miss out on this opportunity to master the art of seamless family business transfers and stay ahead in your profession.
| 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 |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16094) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16094) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| Professional Development for Designated Financial Services Advisor (DFSA) | 3 CE | Eligible |
| 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 |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16094) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16094) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| Professional Development for Designated Financial Services Advisor (DFSA) | 3 CE | Eligible |
| 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 |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16094) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16094) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| Professional Development for Designated Financial Services Advisor (DFSA) | 3 CE | Eligible |
| 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 |
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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.
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