Trends in Tax and Estate Planning

By Advisor's Edge and Investment Executive

Rudy Mezzetta, senior reporter at Investment Executive and Melissa Shin, editorial director of Advisor's Edge and Investment Executive, presented a tax and estate policy update at the Distinguished Advisor Conference, hosted by the Knowledge Bureau on Oct. 28, 2020. In this session, you will hear the status of tax and estate planning proposals from Budget 2019 (the most recent federal budget to date), promises from the Liberals' 2019 election platform and issues raised in the Sept. 2020 speech from the throne. The journalists also discuss campaign promises made by U.S. president-elect Joe Biden. 

Credit pending - FP Canada

Trends in Tax and Estate Planning

Accreditation Details

Accreditation body
Competency
Credits

FP Canada

Professional Responsibility Credits

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Product Knowledge Credits

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Practice Management Credits

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Financial Planning

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Course Type:

ARTICLE

Passing Grade:

12/15 (80%)

Categories:

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER