July 7, 2023

CPD 361.3 – Estate Donations: Seven Years After (Session 3, Estate Planning: Issues New and Old)

Recorded version qualifies for .75 CPD Hours. Recorded 2023-06-06 Malcolm Burrows. Scotia Wealth Management, Toronto ON. The “estate donations” rules accompanied the 2016 introduction of the Graduated Rate Estate (GRE)...

Read More +