Taxation of Trusts, Estates, and Wealth Transfers
This module focuses on the taxes that specifically impact estates, trusts, and wealth transfers. The origins of these taxes are explored, as well as their intentions. Taxes for beneficial owners are more complex than they are for most Canadians. With an understanding of these taxes and one’s beneficial asset holdings, beneficiaries can work more productively with their advisory team. To this end, students will begin to learn about the tax landscape they face and how to take a more strategic approach through tax planning.
Estimated Completion Time: 1 hour
Featured Resources:
Articles/Books
- Don't Leave a Mess Chapter 6, "Taxes: Truth or Consequences" by Sandra Pollack
- "Supreme Court of Canada Renders Decision on Trust Residency" by Stikeman Elliot
- Fundy Settlement vs. Canada
- Canada Revenue Agency Website
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
