If you have a family trust (or are seriously considering one), this is a fast, actionable 20-minute webinar with clear next steps covering the family trust to dos that you need to complete before December 31st. I cover the required trust activities you need to complete before December 31, what should happen in early January, and how to stay compliant and avoid CRA issues. If you currently use a family trust, or you’re evaluating whether one is right for you, this video is well worth your time.
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Remember – circumstances are unique! This information is summary in nature. Seek out advice from your tax advisor about your specific situation.