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Getting your final affairs in order is one of the most important steps you can take. Learn more about forming a complete financial plan.
People of all ages procrastinate when it comes to writing their wills and organizing their information, complicating the process of settling their estate for their children, loved ones and beneficiaries. The Last Act provides easy-to-follow steps that make the process as simple and straightforward as possible.
Trust and Estate Planner Kimberley Short, TEP, CFP, and Accountant Larry Short, CPA, CFP, combine their years of knowledge and experience to explain how to write a will, settle an estate, create a trust, and more, while helping to cut costs and unforeseen expenses along the way. Their experience working with families allows them to provide wisdom on defusing potential conflicts. Grieving a parent or loved one is difficult enough without the additional burden of complications that result from a lack of pre-planning.
For questions, please email us.
This event has multiple dates and locations. See event details for more information.
Tune into this two-part webinar to learn about the rapidly evolving sustainability landscape. Hear about recent developments in sustainability reporting and assurance standards and regulatory requirements, and the implications and opportunities for CPAs.
October 17, 2023
If you work for a public sector body in accounting, finance or leadership, this is the event for you. Learn how to successfully navigate the unique challenges facing every level of government.
October 23, 2023
Learn about critical policy issues, legislation updates and other technical trends at Canada’s largest and longest-running indirect tax event. For 2023, we are offering options for in-person and virtual attendance.