Henry Shew, CPA, CA, LL.M, TEP, CPA (WA), MAcc, Managing Director of Tax, of Our Family Office and Clark Wilson LLP partner, Richard Weiland, LLB, TEP presented at the STEP Canada | The Society of Trust and Estate Practitioners (Canada)‘s virtual 24th Annual National Conference on Wednesday, June 15th through Friday, June 17th. The topic was the “Practitioners’ Update: Canadian Tax Law”
This STEP Canada national conference remains the largest of its kind among STEP branches worldwide, providing timely and technical content that cannot be found elsewhere. This year there were 958 delegates present at the conference.
The speakers reviewed recent legislative changes, case law, interpretations by the Canada Revenue Agency, and other developments relevant for estate and trust practitioners.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?