Capital Gains Changes & What You Need to Know

When

29 octobre, 3:30pm to 29 octobre, 5:30pm

Inscrivez
Description:

Gather, Sip, Share, Snack & Learn Together about Capital Gains Changes and What you need to know:

  • What is changing
  • What are the impacts
  • Giving & Gaining
  • What do you do before the year end

 

Canadians are not Happy About Tax Increases but Charities Should be.  Explaining the 2024 tax changes to Capital Gains and Alternative Minimum Tax and Why These are an Opportunity for Charities.   

 

The new AMT rules and increased capital gains tax rate introduced in the 2024 Federal budget have created a lot of confusion for charities.  We have the answers!!  And spoiler alert:  Tax increases are an opportunity to increase donations!! 

 

*Please note this event has been approved for 2 CFRE credits*

Speakers:

rich_widdifield_bio_pic-cropped_230303.jpgRich Widdifield

Planned Giving Consultant, The Donor Motivation Program

 

 

 

cheryl_norton.jpgCheryl Norton

Regional Vice President, Wealth Planning

Assante Private Client

 

 

 

lucas_sawatzky.jpgLucas Sawatzky

Wealth Advisor

Assante Financial Management

 

 

 

A special thank you to Rich Widdifield & the Donor Motivation Program for their very generous Sponsorship.

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