As an overview of this BLOG, we will be covering - what we believe in our vast experience - the topics that those whom are wealthy are concerned about - and those whom want to become wealthy must address and execute.
The summary topics will include:
• Review the latest tax-savings techniques from leading estate planning and personal tax planning experts
• Explore strategies for using trusts to protect accumulated wealth in a tax efficient basis, looking at the latest judicial decisions, CRA rulings and other pronouncements
• Review the latest developments in tax law pertaining to owner-managers and examine tax planning strategies in light of these tax changes
• Examine how the interplay between family and estate law impacts estate planning for couples
• Get the latest insight on the tax and financial considerations of creative charitable techniques
• A review of issues involved in cross-border estate, wealth and tax planning
• Examine efficient financial, legal and taxation issues regarding wills and how to make sure you cover all your bases and avoid excess taxation
• Look at the tax treatment of the various forms of investment income, including interest, dividends, capital gains and foreign-source income
Saverio Manzo
