Alberta North Chapter Webinar: Gifts of Insurance in the Real World

Tabs

Event Info
Summary:

Join your Alberta North Chapter on Zoom to view this webinar Wednesday and enjoy some online networking and local discussion after the presentation!

Join your Alberta North Chapter on Zoom to view this webinar Wednesday and enjoy some online networking and local discussion after the presentation!

Date: Wednesday, Sep 28, 2022

Time: 11:00 AM-12:30 PM MT

Cost: Webinar and participation is complimentary, thanks to our amazing sponsor!

How to participate: Register to confirm your attendance. Prior to the event we will send out the zoom link via email.

Presenter: DeWayne Osborn CPA, CGA, CFP, MFA-P, Cardinal Capital Management

The gift of insurance is just too powerful to not have another session on.  Planned gift strategies put in place years to decades earlier are coming to a head and advisors, charities, and heck, even CRA is getting into the act with some recent clarification on existing policy gifts.  We will review how the gift works and things to remember when accepting a gift of insurance, what CRA has recently said when converting policies and how this new clarification is better for everyone, and how deeming provisions of the GRE rules when applied to proceeds received by a charity from policies not owned by the organization seem to be confusing advisors, executors, and charities alike. 

 

When

28 September, 11:00am to 28 September, 12:30pm

Where

Online - Alberta North

Canada

Contact


;