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Introduce your clients to an important vehicle that can help them achieve their financial goals in both tax and estate planning.
Prices may change without notice.
The Family Trust Guide provides over 70 pages of discussion in straightforward language that can help your clients more knowledgeably consider the tax and estate planning benefits of creating a family trust and be better prepared to discuss their plans with you, their tax advisor.
In addition to its easy-to-understand examples, the guide includes an instruction checklist for the preparation of a family trust which will help your clients organize their thoughts and documents before meeting with you to discuss their plans.
Available in packages of five, 10 or 25 booklets for cost-effective distribution to clients, The Family Trust Guide has a distinctive “Compliments of” space on the back cover, so you can attach your business card or personalized label as a reminder of your value-added services.
May 22, 2019
Explore important emerging technologies in accounting, business and finance at this must-attend conference for senior leaders. Connect with peers, experts and pioneers on best-fit technology solutions for your clients or organization.
This event has multiple dates and locations. See event details for more information.
Are you a preparer, director, practitioner, investor or contributor who reports, oversees, assesses or uses performance measures? Learn how you can help improve the quality of performance measures by leveraging this framework.
April 25, 2019
This webinar, part of CPA Canada's IFRS webinar series, provides you with the latest updates on issues of relevance to Canadian public companies, including key changes to IFRS and Canadian securities legislation.