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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.
Learn about CPA Canada’s board of directors and the upcoming Annual General Meeting to be held in Quebec City on September 27, 2017.
July 17, 2017
As Canada celebrates its 150th anniversary, we take a look back at 10 accountants who changed the face of our profession.
September 18, 2017
Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.