CAGP Members: Please be sure you are signed in before continuing with the registration in order to ensure you recieve member pricing.
Cost: CAGP Members: $29.99 / Non-members: $45.99 (+13% HST)
Tax Event Gifts
Presented by: Malcolm Burrows, Scotia Wealth Management
The best time for a donor to give a large gift is when he or she has a significant tax event. Tax events include major asset sales – like business interests, option exercises or real estate – as well as death itself. This session by one of Canada’s most experienced gift planners explores the practical, tax and behavioral issues of integrating philanthropy into time-sensitive transactions involving the disposition of assets.
NOTE: Times listed are in the Eastern Time Zone.
